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Beacon Capital Management LLC (Tennessee)’s Chubb CB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		– Sell
-223
Closed -$64.6K – 261
2025
Q2 		$64.6K Buy
223
+18
+9% +$5.18K 0.01% 290
2025
Q1 		$62K Buy
205
+21
+11% +$5.83K 0.01% 280
2024
Q4 		$50.8K Buy
184
+5
+3% +$1.42K 0.01% 296
2024
Q3 		$51.6K Buy
179
+82
+85% +$22.5K 0.01% 318
2024
Q2 		$24.7K Buy
97
+42
+76% +$10.8K ﹤0.01% 416
2024
Q1 		$14.3K Buy
55
+10
+22% +$2.46K ﹤0.01% 515
2023
Q4 		$9.37K Hold
45
– – ﹤0.01% 540
2023
Q3 		$8.66K Hold
45
– – ﹤0.01% 594
2023
Q2 		$8.66K Buy
45
+15
+50% +$2.94K ﹤0.01% 594
2023
Q1 		$5.83K Sell
30
-5
-14% -$1.05K ﹤0.01% 599
2022
Q4 		$7.72K Hold
35
– – ﹤0.01% 560
2022
Q3 		$7K Hold
35
– – ﹤0.01% 527
2022
Q2 		$7K Hold
35
– – ﹤0.01% 575
2022
Q1 		$7K Buy
+35
New +$7.11K ﹤0.01% 575

Other funds holding CB

Vanguard Group
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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Beacon Capital Management LLC (Tennessee)'s CB Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Chubb (CB) in Q3 2025, closing a stake of 223 shares — an estimated $64.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in CB in Q1 2022 and held it in 14 quarters. The position peaked at $64.6K in Q2 2025. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 223 Chubb shares in Q3 2025, an estimated $64.6K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Chubb in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Chubb position peaked at $64.6K in Q2 2025.
  • 1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.