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.
| 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 |
| 2024 Q4 | ADDED | 4,531 | +748 | +19.8% | 0.64% | $1.2M | $273.70 |
| 2024 Q3 | ADDED | 3,783 | +515 | +15.8% | 0.67% | $1.1M | $284.73 |
| 2024 Q2 | ADDED | 3,268 | +838 | +34.5% | 0.58% | $834K | $251.05 |
| 2024 Q1 | ADDED | 2,430 | +212 | +9.6% | 0.48% | $630K | $254.15 |
| 2023 Q4 | ADDED | 2,218 | +452 | +25.6% | 0.43% | $500K | $220.93 |
| 2023 Q3 | INITIATED | 1,766 | — | — | 0.34% | $368K | — |
As of 2025 Q4 — sorted by position size