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Accelerate Investment Advisors’s Chubb CB Stock Holding History

Accelerate Investment 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
Q2 		– Sell
-688
Closed -$208K – 119
2025
Q1 		$208K Buy
+688
New +$191K 0.17% 108

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accelerate Investment Advisors's CB Position: Q2 2025 in Review

Accelerate Investment Advisors sold out of Chubb (CB) in Q2 2025, closing a stake of 688 shares — an estimated $208K sold.

Accelerate Investment Advisors first reported a position in CB in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Accelerate Investment Advisors reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Accelerate Investment Advisors sold 688 Chubb shares in Q2 2025, an estimated $208K.
  • Accelerate Investment Advisors first reported a position in Chubb in Q1 2025 and held it in 1 quarter.
  • Accelerate Investment Advisors's Chubb position peaked at $208K in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Accelerate Investment Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.