Ownership history in SMITH SHELLNUT WILSON LLC /ADV · 14 quarters on record
This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV 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 Q2 | REDUCED | 700 | -471 | -40.2% | 0.09% | $203K | $288.87 |
| 2025 Q1 | UNCHANGED | 1,171 | — | 0% | 0.16% | $354K | $300.09 |
| 2024 Q4 | REDUCED | 1,171 | -34 | -2.8% | 0.14% | $324K | $273.70 |
| 2024 Q3 | ADDED | 1,205 | +20 | +1.7% | 0.16% | $348K | $284.73 |
| 2024 Q2 | UNCHANGED | 1,185 | — | 0% | 0.15% | $302K | $251.05 |
| 2024 Q1 | UNCHANGED | 1,185 | — | 0% | 0.16% | $307K | $254.15 |
| 2023 Q4 | UNCHANGED | 1,185 | — | 0% | 0.15% | $268K | $220.93 |
| 2023 Q3 | UNCHANGED | 1,185 | — | 0% | 0.15% | $247K | $202.73 |
| 2023 Q2 | REDUCED | 1,185 | -14 | -1.2% | 0.13% | $228K | $186.75 |
| 2023 Q1 | UNCHANGED | 1,199 | — | 0% | 0.14% | $233K | $187.47 |
As of 2025 Q4 — sorted by position size