NCM
CB icon

Nearwater Capital Markets’s Chubb CB Stock Holding History

Nearwater Capital Markets’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
2025
Q2 		– Sell
-36,000
Closed -$10.9M – 108
2025
Q1 		$10.9M Hold
36,000
– – 0.31% 75
2024
Q4 		$9.95M Buy
+36,000
New +$10.2M 0.28% 69

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nearwater Capital Markets's CB Position: Q2 2025 in Review

Nearwater Capital Markets sold out of Chubb (CB) in Q2 2025, closing a stake of 36,000 shares — an estimated $10.9M sold.

Nearwater Capital Markets first reported a position in CB in Q4 2024 and held it in 2 quarters. The position peaked at $10.9M in Q1 2025. 1,952 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Nearwater Capital Markets reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 36,000 Chubb shares in Q2 2025, an estimated $10.9M.
  • Nearwater Capital Markets first reported a position in Chubb in Q4 2024 and held it in 2 quarters.
  • Nearwater Capital Markets's Chubb position peaked at $10.9M in Q1 2025.
  • 1,952 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Nearwater Capital Markets's 13F filing for Q2 2025, filed 13 Aug 2025.