Alpha Family Trust’s Chubb CB Stock Holding History

Alpha Family Trust’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	-1,080	Closed	-$313K	–	196
2025 Q2	$313K	Hold	1,080	–	–	0.15%	127
2025 Q1	$326K	Buy	+1,080	New	+$300K	0.19%	107

Other funds holding CB

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpha Family Trust's CB Position: Q3 2025 in Review

Alpha Family Trust sold out of Chubb (CB) in Q3 2025, closing a stake of 1,080 shares — an estimated $313K sold.

Alpha Family Trust first reported a position in CB in Q1 2025 and held it in 2 quarters. The position peaked at $326K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Alpha Family Trust reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Alpha Family Trust sold 1,080 Chubb shares in Q3 2025, an estimated $313K.
Alpha Family Trust first reported a position in Chubb in Q1 2025 and held it in 2 quarters.
Alpha Family Trust's Chubb position peaked at $326K in Q1 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Alpha Family Trust's 13F filing for Q3 2025, filed 12 Nov 2025.