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Shelton Capital Management’s Chubb CB Stock Holding History

Shelton 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 		$678K Sell
1,991
-47
-2% -$15.3K 0.01% 305
2026
Q1 		$664K Sell
2,038
-8
-0.4% -$2.57K 0.01% 312
2025
Q4 		$639K Sell
2,046
-300
-13% -$87.7K 0.01% 307
2025
Q3 		$662K Hold
2,346
– – 0.01% 305
2025
Q2 		$680K Sell
2,346
-52
-2% -$15K 0.02% 294
2025
Q1 		$724K Sell
2,398
-63
-3% -$17.5K 0.02% 290
2024
Q4 		$680K Hold
2,461
– – 0.02% 300
2024
Q3 		$710K Sell
2,461
-253
-9% -$69.4K 0.02% 298
2024
Q2 		$692K Hold
2,714
– – 0.02% 297
2024
Q1 		$703K Hold
2,714
– – 0.02% 305
2023
Q4 		$613K Sell
2,714
-167
-6% -$36.5K 0.02% 308
2023
Q3 		$600K Hold
2,881
– – 0.02% 299
2023
Q2 		$555K Hold
2,881
– – 0.02% 311
2023
Q1 		$559K Buy
2,881
+206
+8% +$43.3K 0.02% 291
2022
Q4 		$590K Sell
2,675
-300
-10% -$62.4K 0.06% 254
2022
Q3 		$541K Sell
2,975
-109
-4% -$20.7K 0.03% 294
2022
Q2 		$606K Hold
3,084
– – 0.03% 299
2022
Q1 		$660K Hold
3,084
– – 0.02% 315
2021
Q4 		$596K Sell
3,084
-136
-4% -$25.5K 0.02% 327
2021
Q3 		$559K Hold
3,220
– – 0.02% 337
2021
Q2 		$512K Hold
3,220
– – 0.02% 374
2021
Q1 		$509K Sell
3,220
-60
-2% -$9.67K 0.02% 382
2020
Q4 		$505K Sell
3,280
-137
-4% -$19.2K 0.02% 345
2020
Q3 		$397K Sell
3,417
-100
-3% -$12.6K 0.02% 471
2020
Q2 		$445K Sell
3,517
-1
-0% -$116 0.02% 349
2020
Q1 		$393K Hold
3,518
– – 0.03% 335
2019
Q4 		$548K Sell
3,518
-467
-12% -$71.5K 0.03% 326
2019
Q3 		$643K Hold
3,985
– – 0.04% 291
2019
Q2 		$587K Buy
3,985
+3,427
+614% +$495K 0.03% 305
2019
Q1 		$3.98K Sell
558
-3,458
-86% -$460K 0.02% 635
2018
Q4 		$519K Hold
4,016
– – 0.04% 304
2018
Q3 		$537K Sell
4,016
-130
-3% -$17.6K 0.03% 343
2018
Q2 		$527K Hold
4,146
– – 0.03% 335
2018
Q1 		$567K Hold
4,146
– – 0.04% 325
2017
Q4 		$606K Hold
4,146
– – 0.04% 325
2017
Q3 		$591K Sell
4,146
-16
-0.4% -$2.31K 0.04% 316
2017
Q2 		$605K Sell
4,162
-128
-3% -$18K 0.04% 314
2017
Q1 		$585K Sell
4,290
-200
-4% -$26.9K 0.04% 324
2016
Q4 		$593K Sell
4,490
-100
-2% -$12.8K 0.05% 323
2016
Q3 		$577K Buy
4,590
+242
+6% +$30.7K 0.05% 324
2016
Q2 		$568K Buy
4,348
+2
+0% +$247 0.05% 339
2016
Q1 		$518K Buy
4,346
+1,185
+37% +$136K 0.05% 347
2015
Q4 		$369K Buy
3,161
+330
+12% +$37.3K 0.04% 450
2015
Q3 		$293K Buy
2,831
+331
+13% +$34.6K 0.03% 543
2015
Q2 		$254K Hold
2,500
– – 0.03% 651
2015
Q1 		$279K Hold
2,500
– – 0.03% 626
2014
Q4 		$287K Hold
2,500
– – 0.03% 597
2014
Q3 		$262K Hold
2,500
– – 0.04% 598
2014
Q2 		$259K Hold
2,500
– – 0.04% 630
2014
Q1 		$248K Hold
2,500
– – 0.04% 618
2013
Q4 		$259K Hold
2,500
– – 0.04% 582
2013
Q3 		$234K Hold
2,500
– – 0.04% 578
2013
Q2 		$224K Buy
+2,500
New +$224K 0.04% 560

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

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

Shelton Capital Management reduced its Chubb (CB) stake by 2.3% in Q2 2026, selling an estimated $15.3K and leaving 1,991 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #305.

Shelton Capital Management first reported a position in CB in Q2 2013 and has held it in 53 quarters since. The position peaked at $724K in Q1 2025. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Shelton Capital Management held 1,991 shares of Chubb worth $678K as of Q2 2026.
  • Shelton Capital Management sold 47 Chubb shares in Q2 2026, an estimated $15.3K.
  • Chubb made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #305 holding.
  • Shelton Capital Management first reported a position in Chubb in Q2 2013 and has held it in 53 quarters since.
  • Shelton Capital Management's Chubb position peaked at $724K in Q1 2025.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.