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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nelson Capital Management's CB Position: Q1 2026 in Review

Nelson Capital Management reduced its Chubb (CB) stake by 4% in Q1 2026, selling an estimated $129K and leaving 9,696 shares worth $3.16M. The position accounts for 0.39% of the portfolio, ranked #46.

Nelson Capital Management first reported a position in CB in Q3 2023 and has held it in 11 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Nelson Capital Management held 9,696 shares of Chubb worth $3.16M as of Q1 2026.
  • Nelson Capital Management sold 403 Chubb shares in Q1 2026, an estimated $129K.
  • Chubb made up 0.39% of Nelson Capital Management's portfolio in Q1 2026, its #46 holding.
  • Nelson Capital Management first reported a position in Chubb in Q3 2023 and has held it in 11 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Nelson Capital Management's 13F filing for Q1 2026, filed 7 May 2026.