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Smith Shellnut Wilson’s Chubb CB Stock Holding History

Smith Shellnut Wilson’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
Q3 		– Sell
-700
Closed -$203K – 145
2025
Q2 		$203K Sell
700
-471
-40% -$136K 0.09% 135
2025
Q1 		$354K Hold
1,171
– – 0.16% 97
2024
Q4 		$324K Sell
1,171
-34
-3% -$9.65K 0.14% 100
2024
Q3 		$348K Buy
1,205
+20
+2% +$5.48K 0.16% 97
2024
Q2 		$302K Hold
1,185
– – 0.15% 101
2024
Q1 		$307K Hold
1,185
– – 0.16% 100
2023
Q4 		$268K Hold
1,185
– – 0.15% 105
2023
Q3 		$247K Hold
1,185
– – 0.15% 113
2023
Q2 		$228K Sell
1,185
-14
-1% -$2.74K 0.13% 120
2023
Q1 		$233K Hold
1,199
– – 0.14% 115
2022
Q4 		$264K Buy
1,199
+18
+2% +$3.75K 0.16% 105
2022
Q3 		$215K Buy
1,181
+98
+9% +$18.6K 0.14% 117
2022
Q2 		$213K Buy
1,083
+68
+7% +$14K 0.13% 122
2022
Q1 		$217K Buy
+1,015
New +$206K 0.11% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Smith Shellnut Wilson's CB Position: Q3 2025 in Review

Smith Shellnut Wilson sold out of Chubb (CB) in Q3 2025, closing a stake of 700 shares — an estimated $203K sold.

Smith Shellnut Wilson first reported a position in CB in Q1 2022 and held it in 14 quarters. The position peaked at $354K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Smith Shellnut Wilson reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Smith Shellnut Wilson sold 700 Chubb shares in Q3 2025, an estimated $203K.
  • Smith Shellnut Wilson first reported a position in Chubb in Q1 2022 and held it in 14 quarters.
  • Smith Shellnut Wilson's Chubb position peaked at $354K in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.