180 Wealth Advisors’s Chubb CB Stock Holding History

180 Wealth Advisors’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 Q4	–	Sell	-2,062	Closed	-$582K	–	473
2025 Q3	$582K	Buy	2,062 +120	+6%	+$33K	0.07%	240
2025 Q2	$563K	Sell	1,942 -172	-8%	-$49.5K	0.08%	225
2025 Q1	$639K	Buy	2,114 +154	+8%	+$42.8K	0.1%	194
2024 Q4	$542K	Buy	+1,960	New	+$557K	0.08%	214
2020 Q2	–	Sell	-4,642	Closed	-$492K	–	263
2020 Q1	$492K	Sell	4,642 -718	-13%	-$103K	0.26%	99
2019 Q4	$811K	Sell	5,360 -1,987	-27%	-$304K	0.32%	86
2019 Q3	$1.14M	Sell	7,347 -1,133	-13%	-$175K	0.5%	50
2019 Q2	$1.28M	Sell	8,480 -309	-4%	-$44.6K	0.58%	45
2019 Q1	$1.25M	Buy	8,789 +5,273	+150%	+$701K	0.57%	43
2018 Q4	$470K	Hold	3,516	–	–	0.22%	137
2018 Q3	$470K	Sell	3,516 -665	-16%	-$90K	0.22%	140
2018 Q2	$531K	Buy	4,181 +512	+14%	+$68K	0.26%	118
2018 Q1	$508K	Buy	3,669 +156	+4%	+$22.6K	0.26%	117
2017 Q4	$513K	Buy	+3,513	New	+$525K	0.26%	110

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

180 Wealth Advisors's CB Position: Q4 2025 in Review

180 Wealth Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 2,062 shares — an estimated $582K sold.

180 Wealth Advisors first reported a position in CB in Q4 2017 and held it in 14 quarters. The position peaked at $1.28M in Q2 2019. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

180 Wealth Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
180 Wealth Advisors sold 2,062 Chubb shares in Q4 2025, an estimated $582K.
180 Wealth Advisors first reported a position in Chubb in Q4 2017 and held it in 14 quarters.
180 Wealth Advisors's Chubb position peaked at $1.28M in Q2 2019.
2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on 180 Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.