Atala Financial’s Chubb CB Stock Holding History

Atala 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 Q2	–	Sell	-38	Closed	-$11.5K	–	176
2025 Q1	$11.5K	Hold	38	–	–	0.01%	301
2024 Q4	$10.5K	Buy	+38	New	+$10.8K	0.01%	314

Other funds holding CB

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

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

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Atala Financial's CB Position: Q2 2025 in Review

Atala Financial sold out of Chubb (CB) in Q2 2025, closing a stake of 38 shares — an estimated $11.5K sold.

Atala Financial first reported a position in CB in Q4 2024 and held it in 2 quarters. The position peaked at $11.5K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

Atala Financial reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 38 Chubb shares in Q2 2025, an estimated $11.5K.
Atala Financial first reported a position in Chubb in Q4 2024 and held it in 2 quarters.
Atala Financial's Chubb position peaked at $11.5K in Q1 2025.
1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.