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Nicholson Wealth Management Group’s Chubb CB Stock Holding History

Nicholson Wealth Management 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 		$2.25M Sell
6,596
-160
-2% -$52.2K 1.32% 19
2026
Q1 		$2.2M Buy
6,756
+9
+0.1% +$2.89K 1.28% 15
2025
Q4 		$2.11M Sell
6,747
-7
-0.1% -$2.05K 1.24% 18
2025
Q3 		$1.91M Buy
6,754
+496
+8% +$137K 1.12% 28
2025
Q2 		$1.81M Buy
6,258
+204
+3% +$58.7K 1.12% 27
2025
Q1 		$1.83M Buy
6,054
+126
+2% +$35K 1.2% 19
2024
Q4 		$1.64M Buy
5,928
+1,341
+29% +$381K 1.09% 22
2024
Q3 		$1.32M Buy
+4,587
New +$1.26M 1.09% 21

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

Nicholson Wealth Management Group's CB Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Chubb (CB) stake by 2.4% in Q2 2026, selling an estimated $52.2K and leaving 6,596 shares worth $2.25M. The position accounts for 1.32% of the portfolio, ranked #19.

Nicholson Wealth Management Group first reported a position in CB in Q3 2024 and has held it in 8 quarters since. 2,160 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Nicholson Wealth Management Group held 6,596 shares of Chubb worth $2.25M as of Q2 2026.
  • Nicholson Wealth Management Group sold 160 Chubb shares in Q2 2026, an estimated $52.2K.
  • Chubb made up 1.32% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #19 holding.
  • Nicholson Wealth Management Group first reported a position in Chubb in Q3 2024 and has held it in 8 quarters since.
  • 2,160 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.