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Angeles Investment Advisors’s Chubb CB Stock Holding History

Angeles 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
Q1 		– Sell
-1,554
Closed -$431K – 68
2024
Q4 		$431K Hold
1,554
– – 0.02% 109
2024
Q3 		$450K Hold
1,554
– – 0.02% 114
2024
Q2 		$398K Hold
1,554
– – 0.02% 129
2024
Q1 		$404K Sell
1,554
-473
-23% -$116K 0.02% 141
2023
Q4 		$460K Buy
2,027
+42
+2% +$9.19K 0.03% 109
2023
Q3 		$415K Hold
1,985
– – 0.03% 103
2023
Q2 		$384K Sell
1,985
-888
-31% -$174K 0.03% 90
2023
Q1 		$560K Buy
2,873
+313
+12% +$65.8K 0.05% 49
2022
Q4 		$567K Buy
+2,560
New +$533K 0.05% 32
2022
Q3 		– Sell
-2,560
Closed -$505K – 60
2022
Q2 		$505K Hold
2,560
– – 0.05% 36
2022
Q1 		$550K Sell
2,560
-310
-11% -$63K 0.04% 39
2021
Q4 		$557K Buy
2,870
+185
+7% +$34.8K 0.03% 116
2021
Q3 		$468K Buy
+2,685
New +$471K 0.03% 113

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Investment Advisors's CB Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Chubb (CB) in Q1 2025, closing a stake of 1,554 shares — an estimated $431K sold.

Angeles Investment Advisors first reported a position in CB in Q3 2021 and held it in 13 quarters. The position peaked at $567K in Q4 2022. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,554 Chubb shares in Q1 2025, an estimated $431K.
  • Angeles Investment Advisors first reported a position in Chubb in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's Chubb position peaked at $567K in Q4 2022.
  • 1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.