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Apexium Financial’s Chubb CB Stock Holding History

Apexium Financial’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 		$697K Buy
2,461
+8
+0.3% +$2.2K 0.03% 159
2025
Q2 		$713K Sell
2,453
-165
-6% -$47.5K 0.04% 154
2025
Q1 		$793K Buy
2,618
+63
+2% +$17.5K 0.05% 138
2024
Q4 		$708K Hold
2,555
– – 0.04% 133
2024
Q3 		$739K Buy
2,555
+15
+0.6% +$4.11K 0.05% 114
2024
Q2 		$648K Sell
2,540
-17
-0.7% -$4.37K 0.05% 117
2024
Q1 		$665K Sell
2,557
-1,373
-35% -$338K 0.05% 119
2023
Q4 		$888K Buy
3,930
+1,472
+60% +$322K 0.06% 125
2023
Q3 		$514K Sell
2,458
-13
-0.5% -$2.63K 0.05% 129
2023
Q2 		$478K Buy
2,471
+105
+4% +$20.6K 0.04% 135
2023
Q1 		$459K Sell
2,366
-21
-0.9% -$4.41K 0.05% 135
2022
Q4 		$527K Sell
2,387
-34
-1% -$7.07K 0.05% 127
2022
Q3 		$440K Buy
+2,421
New +$460K 0.05% 129

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Apexium Financial's CB Position: Q3 2025 in Review

Apexium Financial increased its Chubb (CB) stake by 0.33% in Q3 2025, buying an estimated $2.2K and bringing the position to 2,461 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #159.

Apexium Financial first reported a position in CB in Q3 2022 and has held it in 13 quarters since. The position peaked at $888K in Q4 2023. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Apexium Financial held 2,461 shares of Chubb worth $697K as of Q3 2025.
  • Apexium Financial bought 8 Chubb shares in Q3 2025, an estimated $2.2K.
  • Chubb made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #159 holding.
  • Apexium Financial first reported a position in Chubb in Q3 2022 and has held it in 13 quarters since.
  • Apexium Financial's Chubb position peaked at $888K in Q4 2023.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.