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Callan Capital’s Chubb CB Stock Holding History

Callan Capital’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 		$494K Buy
1,635
+94
+6% +$26.1K 0.04% 207
2024
Q4 		$426K Buy
1,541
+196
+15% +$55.7K 0.03% 205
2024
Q3 		$388K Buy
1,345
+204
+18% +$55.9K 0.03% 219
2024
Q2 		$291K Buy
1,141
+188
+20% +$48.3K 0.02% 245
2024
Q1 		$247K Buy
+953
New +$234K 0.02% 241

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Callan Capital's CB Position: Q1 2025 in Review

Callan Capital increased its Chubb (CB) stake by 6.1% in Q1 2025, buying an estimated $26.1K and bringing the position to 1,635 shares worth $494K. The position accounts for 0.04% of the portfolio, ranked #207.

Callan Capital first reported a position in CB in Q1 2024 and has held it in 5 quarters since. 1,917 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Callan Capital held 1,635 shares of Chubb worth $494K as of Q1 2025.
  • Callan Capital bought 94 Chubb shares in Q1 2025, an estimated $26.1K.
  • Chubb made up 0.04% of Callan Capital's portfolio in Q1 2025, its #207 holding.
  • Callan Capital first reported a position in Chubb in Q1 2024 and has held it in 5 quarters since.
  • 1,917 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.