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Nadler Financial Group’s Chubb CB Stock Holding History

Nadler Financial Group’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-754
Closed -$246K – 150
2026
Q1 		$246K Hold
754
– – 0.02% 122
2025
Q4 		$235K Buy
754
+4
+0.5% +$1.17K 0.02% 127
2025
Q3 		$212K Buy
+750
New +$206K 0.02% 132
2024
Q4 		– Sell
-701
Closed -$202K – 129
2024
Q3 		$202K Buy
+701
New +$192K 0.02% 117
2015
Q2 		– Sell
-1,800
Closed -$201K – 85
2015
Q1 		$201K Hold
1,800
– – 0.1% 84
2014
Q4 		$207K Buy
+1,800
New +$199K 0.11% 82
2014
Q1 		– Sell
-1,957
Closed -$203K – 69
2013
Q4 		$203K Buy
+1,957
New +$192K 0.13% 79

Other funds holding CB

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nadler Financial Group's CB Position: Q2 2026 in Review

Nadler Financial Group sold out of Chubb (CB) in Q2 2026, closing a stake of 754 shares — an estimated $246K sold.

Nadler Financial Group first reported a position in CB in Q4 2013 and held it in 7 quarters. The position peaked at $246K in Q1 2026. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Nadler Financial Group reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
  • Nadler Financial Group sold 754 Chubb shares in Q2 2026, an estimated $246K.
  • Nadler Financial Group first reported a position in Chubb in Q4 2013 and held it in 7 quarters.
  • Nadler Financial Group's Chubb position peaked at $246K in Q1 2026.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.