AWA
CB icon

Arete Wealth Advisors’s Chubb CB Stock Holding History

Arete Wealth 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
-1,182
Closed -$357K – 727
2025
Q1 		$357K Buy
1,182
+114
+11% +$31.7K 0.03% 481
2024
Q4 		$295K Buy
1,068
+370
+53% +$105K 0.02% 565
2024
Q3 		$201K Sell
698
-365
-34% -$100K 0.02% 654
2024
Q2 		$271K Buy
+1,063
New +$273K 0.02% 558
2024
Q1 		– Sell
-1,261
Closed -$285K – 433
2023
Q4 		$285K Buy
1,261
+9
+0.7% +$1.97K 0.02% 571
2023
Q3 		$261K Buy
1,252
+52
+4% +$10.5K 0.05% 379
2023
Q2 		$231K Sell
1,200
-165
-12% -$32.3K 0.02% 561
2023
Q1 		$265K Buy
1,365
+50
+4% +$10.5K 0.02% 507
2022
Q4 		$290K Buy
1,315
+13
+1% +$2.71K 0.03% 461
2022
Q3 		$237K Buy
+1,302
New +$247K 0.02% 475
2022
Q2 		– Sell
-1,221
Closed -$261K – 469
2022
Q1 		$261K Sell
1,221
-52
-4% -$10.6K 0.02% 413
2021
Q4 		$246K Buy
+1,273
New +$239K 0.02% 426
2020
Q4 		– Sell
-2,681
Closed -$312K – 407
2020
Q3 		$312K Sell
2,681
-1,764
-40% -$222K 0.05% 284
2020
Q2 		$563K Sell
4,445
-760
-15% -$88.1K 0.1% 207
2020
Q1 		$581K Buy
5,205
+214
+4% +$30.7K 0.11% 176
2019
Q4 		$777K Buy
4,991
+59
+1% +$9.03K 0.14% 180
2019
Q3 		$796K Buy
4,932
+320
+7% +$49.5K 0.15% 165
2019
Q2 		$679K Buy
4,612
+460
+11% +$66.4K 0.13% 177
2019
Q1 		$582K Buy
4,152
+1,235
+42% +$164K 0.12% 190
2018
Q4 		$377K Buy
+2,917
New +$377K 0.09% 230

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arete Wealth Advisors's CB Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Chubb (CB) in Q2 2025, closing a stake of 1,182 shares — an estimated $357K sold.

Arete Wealth Advisors first reported a position in CB in Q4 2018 and held it in 20 quarters. The position peaked at $796K in Q3 2019. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,182 Chubb shares in Q2 2025, an estimated $357K.
  • Arete Wealth Advisors first reported a position in Chubb in Q4 2018 and held it in 20 quarters.
  • Arete Wealth Advisors's Chubb position peaked at $796K in Q3 2019.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.