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Barrett & Company’s Chubb CB Stock Holding History

Barrett & Company’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
-26
Closed -$7.18K – 620
2024
Q4 		$7.18K Sell
26
-25
-49% -$7.1K ﹤0.01% 464
2024
Q3 		$14.7K Sell
51
-33
-39% -$9.05K 0.01% 397
2024
Q2 		$21.4K Hold
84
– – 0.01% 362
2024
Q1 		$21.8K Hold
84
– – 0.01% 364
2023
Q4 		$19K Sell
84
-2
-2% -$437 0.01% 354
2023
Q3 		$17.5K Buy
+86
New +$17.4K 0.01% 353

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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

Barrett & Company's CB Position: Q1 2025 in Review

Barrett & Company sold out of Chubb (CB) in Q1 2025, closing a stake of 26 shares — an estimated $7.18K sold.

Barrett & Company first reported a position in CB in Q3 2023 and held it in 6 quarters. The position peaked at $21.8K in Q1 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Barrett & Company reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
  • Barrett & Company sold 26 Chubb shares in Q1 2025, an estimated $7.18K.
  • Barrett & Company first reported a position in Chubb in Q3 2023 and held it in 6 quarters.
  • Barrett & Company's Chubb position peaked at $21.8K in Q1 2024.
  • 1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Barrett & Company's 13F filing for Q1 2025, filed 21 Apr 2025.