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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
2026
Q2 		$229K Hold
673
– – 0.09% 151
2026
Q1 		$219K Hold
673
– – 0.1% 136
2025
Q4 		$210K Buy
+673
New +$197K 0.08% 135
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

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

Smith Shellnut Wilson's CB Position: Q2 2026 in Review

Smith Shellnut Wilson held its Chubb (CB) position steady in Q2 2026 at 673 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #151.

Smith Shellnut Wilson first reported a position in CB in Q1 2022 and has held it in 17 quarters since. The position peaked at $354K in Q1 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Smith Shellnut Wilson held 673 shares of Chubb worth $229K as of Q2 2026.
  • Smith Shellnut Wilson left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.09% of Smith Shellnut Wilson's portfolio in Q2 2026, its #151 holding.
  • Smith Shellnut Wilson first reported a position in Chubb in Q1 2022 and has held it in 17 quarters since.
  • Smith Shellnut Wilson's Chubb position peaked at $354K in Q1 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.