Axiom Financial Strategies’s Chubb CB Stock Holding History

Axiom Financial Strategies’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	-972	Closed	-$294K	–	47
2025 Q1	$294K	Buy	972 +99	+11%	+$27.5K	0.17%	30
2024 Q4	$241K	Sell	873 -35	-4%	-$9.94K	0.13%	35
2024 Q3	$262K	Buy	+908	New	+$249K	0.14%	35
2022 Q4	–	Sell	-1,267	Closed	-$230K	–	41
2022 Q3	$230K	Sell	1,267 -32	-2%	-$6.08K	0.12%	60
2022 Q2	$255K	Hold	1,299	–	–	0.13%	56
2022 Q1	$269K	Sell	1,299 -13	-1%	-$2.64K	0.14%	55
2021 Q4	$254K	Sell	1,312 -95	-7%	-$17.8K	0.12%	64
2021 Q3	$244K	Buy	1,407 +7	+0.5%	+$1.23K	0.12%	61
2021 Q2	$223K	Buy	1,400 +73	+6%	+$12.1K	0.1%	68
2021 Q1	$210K	Buy	+1,327	New	+$214K	0.1%	70
2020 Q3	–	Sell	-1,621	Closed	-$205K	–	74
2020 Q2	$205K	Buy	+1,621	New	+$188K	0.13%	65

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

Axiom Financial Strategies's CB Position: Q2 2025 in Review

Axiom Financial Strategies sold out of Chubb (CB) in Q2 2025, closing a stake of 972 shares — an estimated $294K sold.

Axiom Financial Strategies first reported a position in CB in Q2 2020 and held it in 11 quarters. The position peaked at $294K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

Axiom Financial Strategies reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
Axiom Financial Strategies sold 972 Chubb shares in Q2 2025, an estimated $294K.
Axiom Financial Strategies first reported a position in Chubb in Q2 2020 and held it in 11 quarters.
Axiom Financial Strategies's Chubb position peaked at $294K in Q1 2025.
1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Axiom Financial Strategies's 13F filing for Q2 2025, filed 30 Jul 2025.