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Bedell Frazier Investment Counselling’s Chubb CB Stock Holding History

Bedell Frazier Investment Counselling’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
Q4 		– Sell
-950
Closed -$268K – 134
2025
Q3 		$268K Sell
950
-130
-12% -$35.8K 0.06% 115
2025
Q2 		$313K Sell
1,080
-565
-34% -$163K 0.08% 92
2025
Q1 		$497K Sell
1,645
-575
-26% -$160K 0.13% 71
2024
Q4 		$613K Buy
2,220
+170
+8% +$48.3K 0.15% 72
2024
Q3 		$591K Buy
+2,050
New +$562K 0.14% 75

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bedell Frazier Investment Counselling's CB Position: Q4 2025 in Review

Bedell Frazier Investment Counselling sold out of Chubb (CB) in Q4 2025, closing a stake of 950 shares — an estimated $268K sold.

Bedell Frazier Investment Counselling first reported a position in CB in Q3 2024 and held it in 5 quarters. The position peaked at $613K in Q4 2024. 2,048 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Bedell Frazier Investment Counselling reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 950 Chubb shares in Q4 2025, an estimated $268K.
  • Bedell Frazier Investment Counselling first reported a position in Chubb in Q3 2024 and held it in 5 quarters.
  • Bedell Frazier Investment Counselling's Chubb position peaked at $613K in Q4 2024.
  • 2,048 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2025, filed 17 Feb 2026.