Acima Private Wealth’s Chubb CB Stock Holding History

Acima Private Wealth’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 Q3	–	Sell	-264	Closed	-$76.5K	–	181
2025 Q2	$76.5K	Hold	264	–	–	0.03%	141
2025 Q1	$79.7K	Hold	264	–	–	0.03%	142
2024 Q4	$72.9K	Hold	264	–	–	0.02%	146
2024 Q3	$76.1K	Hold	264	–	–	0.03%	145
2024 Q2	$67.3K	Hold	264	–	–	0.02%	145
2024 Q1	$68.4K	Hold	264	–	–	0.03%	148
2023 Q4	$59.7K	Hold	264	–	–	0.02%	157
2023 Q3	$55K	Hold	264	–	–	0.02%	163
2023 Q2	$50.8K	Hold	264	–	–	0.02%	169
2023 Q1	$51.3K	Buy	264 +58	+28%	+$12.2K	0.03%	167
2022 Q4	$45.4K	Hold	206	–	–	0.02%	159
2022 Q3	$37.5K	Hold	206	–	–	0.02%	164
2022 Q2	$40.5K	Hold	206	–	–	0.02%	166
2022 Q1	$44K	Hold	206	–	–	0.02%	173
2021 Q4	$40K	Hold	206	–	–	0.02%	179
2021 Q3	$36K	Hold	206	–	–	0.02%	171
2021 Q2	$33K	Hold	206	–	–	0.02%	170
2021 Q1	$33K	Hold	206	–	–	0.02%	169
2020 Q4	$32K	Hold	206	–	–	0.02%	171
2020 Q3	$24K	Sell	206 -963	-82%	-$121K	0.01%	172
2020 Q2	$148K	Hold	1,169	–	–	0.1%	127
2020 Q1	$131K	Hold	1,169	–	–	0.1%	135
2019 Q4	$182K	Hold	1,169	–	–	0.13%	141
2019 Q3	$188K	Hold	1,169	–	–	0.14%	136
2019 Q2	$172K	Hold	1,169	–	–	0.14%	132
2019 Q1	$164K	Buy	1,169 +145	+14%	+$19.3K	0.14%	130
2018 Q4	$132K	Buy	+1,024	New	+$132K	0.13%	136

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Acima Private Wealth's CB Position: Q3 2025 in Review

Acima Private Wealth sold out of Chubb (CB) in Q3 2025, closing a stake of 264 shares — an estimated $76.5K sold.

Acima Private Wealth first reported a position in CB in Q4 2018 and held it in 27 quarters. The position peaked at $188K in Q3 2019. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Acima Private Wealth reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Acima Private Wealth sold 264 Chubb shares in Q3 2025, an estimated $76.5K.
Acima Private Wealth first reported a position in Chubb in Q4 2018 and held it in 27 quarters.
Acima Private Wealth's Chubb position peaked at $188K in Q3 2019.
1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Acima Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.