CB — CHUBB LIMITED

Ownership history in Nicholas Wealth, LLC.  ·  10 quarters on record

This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in CHUBB LIMITED (CB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.98% (2025 Q4)
Avg. % of fund
0.64%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,689 -1,313 -21.9% 0.98% $1.5M $311.20
2025 Q3 ADDED 6,002 +851 +16.5% 0.71% $1.7M $281.42
2025 Q2 ADDED 5,151 +352 +7.3% 0.73% $1.5M $288.87
2025 Q1 ADDED 4,799 +268 +5.9% 0.84% $1.4M $300.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CB price (monthly, adj. close)

Other funds also holding CB

As of 2025 Q4 — sorted by position size

MYCIO WEALTH PARTNERS, LLC 3Y 7Y 63.5% Oldfield Partners LLP 3Y 7Y 15.62% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 14.68% Talaria Asset Management Pty Ltd 13.35% UNIO CAPITAL LLC 3Y 7Y 11.8% PERSONAL CFO SOLUTIONS, LLC 3Y 9.57% PhiloSmith Capital Corp 3Y 7.47% Fogel Capital Management, Inc. 7.08% GQG Partners LLC 3Y 7Y 6.42% Troy Asset Management Ltd 3Y 7Y 6.37%
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