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Beirne Wealth Consulting Services’s Chubb CB Stock Holding History

Beirne Wealth Consulting Services’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
-1,374
Closed -$390K – 129
2025
Q3 		$390K Buy
+1,374
New +$378K 0.09% 125

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Beirne Wealth Consulting Services's CB Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Chubb (CB) in Q4 2025, closing a stake of 1,374 shares — an estimated $390K sold.

Beirne Wealth Consulting Services first reported a position in CB in Q3 2025 and held it in 1 quarter. The position peaked at $390K in Q3 2025. 2,047 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 1,374 Chubb shares in Q4 2025, an estimated $390K.
  • Beirne Wealth Consulting Services first reported a position in Chubb in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Chubb position peaked at $390K in Q3 2025.
  • 2,047 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.