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Bennett Associates Wealth Management’s Chubb CB Stock Holding History

Bennett Associates Wealth Management’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
-1,273
Closed -$359K – 58
2025
Q3 		$359K Buy
+1,273
New +$350K 0.26% 36
2025
Q2 		– Sell
-1,204
Closed -$364K – 49
2025
Q1 		$364K Sell
1,204
-13
-1% -$3.61K 0.3% 32
2024
Q4 		$336K Sell
1,217
-41
-3% -$11.6K 0.28% 32
2024
Q3 		$363K Buy
+1,258
New +$345K 0.3% 35
2024
Q1 		– Sell
-1,540
Closed -$348K – 40
2023
Q4 		$348K Buy
+1,540
New +$337K 0.34% 35

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

Bennett Associates Wealth Management's CB Position: Q4 2025 in Review

Bennett Associates Wealth Management sold out of Chubb (CB) in Q4 2025, closing a stake of 1,273 shares — an estimated $359K sold.

Bennett Associates Wealth Management first reported a position in CB in Q4 2023 and held it in 5 quarters. The position peaked at $364K in Q1 2025. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Bennett Associates Wealth Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 1,273 Chubb shares in Q4 2025, an estimated $359K.
  • Bennett Associates Wealth Management first reported a position in Chubb in Q4 2023 and held it in 5 quarters.
  • Bennett Associates Wealth Management's Chubb position peaked at $364K in Q1 2025.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Bennett Associates Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.