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Nelson Capital Management’s Chubb CB Stock Holding History

Nelson Capital Management’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 		$3.25M Sell
9,530
-166
-2% -$54.1K 0.36% 42
2026
Q1 		$3.16M Sell
9,696
-403
-4% -$129K 0.39% 46
2025
Q4 		$3.15M Sell
10,099
-103
-1% -$30.1K 0.37% 50
2025
Q3 		$2.88M Buy
10,202
+214
+2% +$58.9K 0.34% 54
2025
Q2 		$2.89M Buy
9,988
+413
+4% +$119K 0.38% 50
2025
Q1 		$2.89M Sell
9,575
-43
-0.4% -$11.9K 0.5% 48
2024
Q4 		$2.66M Sell
9,618
-332
-3% -$94.3K 0.44% 51
2024
Q3 		$2.87M Buy
9,950
+106
+1% +$29.1K 0.48% 47
2024
Q2 		$2.51M Buy
9,844
+178
+2% +$45.7K 0.45% 51
2024
Q1 		$2.5M Buy
9,666
+280
+3% +$68.8K 0.48% 52
2023
Q4 		$2.12M Buy
9,386
+74
+0.8% +$16.2K 0.47% 51
2023
Q3 		$1.94M Buy
+9,312
New +$1.88M 0.48% 50

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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

Nelson Capital Management's CB Position: Q2 2026 in Review

Nelson Capital Management reduced its Chubb (CB) stake by 1.7% in Q2 2026, selling an estimated $54.1K and leaving 9,530 shares worth $3.25M. The position accounts for 0.36% of the portfolio, ranked #42.

Nelson Capital Management first reported a position in CB in Q3 2023 and has held it in 12 quarters since. 2,162 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Nelson Capital Management held 9,530 shares of Chubb worth $3.25M as of Q2 2026.
  • Nelson Capital Management sold 166 Chubb shares in Q2 2026, an estimated $54.1K.
  • Chubb made up 0.36% of Nelson Capital Management's portfolio in Q2 2026, its #42 holding.
  • Nelson Capital Management first reported a position in Chubb in Q3 2023 and has held it in 12 quarters since.
  • 2,162 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.