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Nicolet Advisory Services’s Chubb CB Stock Holding History

Nicolet Advisory Services’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
Q4 		$408K Buy
1,332
+63
+5% +$18.4K 0.03% 267
2025
Q3 		$367K Sell
1,269
-152
-11% -$41.8K 0.03% 274
2025
Q2 		$380K Sell
1,421
-27
-2% -$7.77K 0.03% 257
2025
Q1 		$409K Sell
1,448
-66
-4% -$18.3K 0.04% 223
2024
Q4 		$390K Sell
1,514
-66
-4% -$18.7K 0.04% 243
2024
Q3 		$456K Buy
1,580
+117
+8% +$32.1K 0.04% 216
2024
Q2 		$375K Buy
1,463
+243
+20% +$62.4K 0.04% 245
2024
Q1 		$303K Buy
1,220
+110
+10% +$27K 0.03% 264
2023
Q4 		$253K Buy
1,110
+106
+11% +$23.2K 0.03% 275
2023
Q3 		$209K Buy
+1,004
New +$203K 0.02% 289

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Nicolet Advisory Services's CB Position: Q4 2025 in Review

Nicolet Advisory Services increased its Chubb (CB) stake by 5% in Q4 2025, buying an estimated $18.4K and bringing the position to 1,332 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #267.

Nicolet Advisory Services first reported a position in CB in Q3 2023 and has held it in 10 quarters since. The position peaked at $456K in Q3 2024. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Nicolet Advisory Services held 1,332 shares of Chubb worth $408K as of Q4 2025.
  • Nicolet Advisory Services bought 63 Chubb shares in Q4 2025, an estimated $18.4K.
  • Chubb made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #267 holding.
  • Nicolet Advisory Services first reported a position in Chubb in Q3 2023 and has held it in 10 quarters since.
  • Nicolet Advisory Services's Chubb position peaked at $456K in Q3 2024.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.