Nilsine Partners’s Chubb CB Stock Holding History

Nilsine Partners’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	$547K	Buy	1,606 +23	+1%	+$7.5K	0.04%	296
2026 Q1	$514K	Sell	1,583 -368	-19%	-$118K	0.04%	283
2025 Q4	$609K	Sell	1,951 -763	-28%	-$223K	0.05%	251
2025 Q3	$766K	Sell	2,714 -9,341	-77%	-$2.57M	0.07%	236
2025 Q2	$3.49M	Buy	12,055 +477	+4%	+$137K	0.35%	65
2025 Q1	$3.5M	Buy	11,578 +1,597	+16%	+$444K	0.38%	57
2024 Q4	$2.76M	Buy	9,981 +639	+7%	+$181K	0.3%	75
2024 Q3	$2.69M	Sell	9,342 -192	-2%	-$52.6K	0.35%	72
2024 Q2	$2.43M	Buy	9,534 +296	+3%	+$76K	0.33%	78
2024 Q1	$2.39M	Buy	9,238 +3,261	+55%	+$802K	0.33%	77
2023 Q4	$1.35M	Buy	5,977 +529	+10%	+$116K	0.21%	127
2023 Q3	$1.13M	Buy	5,448 +3	+0.1%	+$606	0.17%	147
2023 Q2	$1.05M	Sell	5,445 -1,027	-16%	-$201K	0.15%	162
2023 Q1	$1.26M	Buy	+6,472	New	+$1.36M	0.2%	137

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Nilsine Partners's CB Position: Q2 2026 in Review

Nilsine Partners increased its Chubb (CB) stake by 1.5% in Q2 2026, buying an estimated $7.5K and bringing the position to 1,606 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #296.

Nilsine Partners first reported a position in CB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.5M in Q1 2025. 665 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Nilsine Partners held 1,606 shares of Chubb worth $547K as of Q2 2026.
Nilsine Partners bought 23 Chubb shares in Q2 2026, an estimated $7.5K.
Chubb made up 0.04% of Nilsine Partners's portfolio in Q2 2026, its #296 holding.
Nilsine Partners first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
Nilsine Partners's Chubb position peaked at $3.5M in Q1 2025.
665 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.