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Carolinas Wealth Consulting’s Chubb CB Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-417
Closed -$126K – 128
2025
Q1 		$126K Buy
417
+8
+2% +$2.22K 0.03% 217
2024
Q4 		$113K Hold
409
– – 0.02% 239
2024
Q3 		$118K Sell
409
-15
-4% -$4.11K 0.02% 233
2024
Q2 		$108K Buy
424
+2
+0.5% +$514 0.02% 243
2024
Q1 		$110K Buy
422
+7
+2% +$1.72K 0.02% 244
2023
Q4 		$94.1K Hold
415
– – 0.02% 240
2023
Q3 		$89K Hold
415
– – 0.02% 228
2023
Q2 		$80.3K Sell
415
-155
-27% -$30.4K 0.02% 290
2023
Q1 		$111K Buy
570
+15
+3% +$3.15K 0.02% 255
2022
Q4 		$123K Hold
555
– – 0.03% 231
2022
Q3 		$101K Hold
555
– – 0.03% 242
2022
Q2 		$110K Hold
555
– – 0.03% 235
2022
Q1 		$119K Buy
555
+51
+10% +$10.4K 0.03% 235
2021
Q4 		$98K Buy
504
+43
+9% +$8.08K 0.02% 265
2021
Q3 		$80K Hold
461
– – 0.02% 268
2021
Q2 		$74K Hold
461
– – 0.02% 305
2021
Q1 		$73K Buy
461
+103
+29% +$16.6K 0.02% 301
2020
Q4 		$55K Buy
358
+334
+1,392% +$46.8K 0.01% 324
2020
Q3 		$3K Hold
24
– – ﹤0.01% 625
2020
Q2 		$3K Buy
+24
New +$2.78K ﹤0.01% 441

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Carolinas Wealth Consulting's CB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Chubb (CB) in Q2 2025, closing a stake of 417 shares — an estimated $126K sold.

Carolinas Wealth Consulting first reported a position in CB in Q2 2020 and held it in 20 quarters. The position peaked at $126K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 417 Chubb shares in Q2 2025, an estimated $126K.
  • Carolinas Wealth Consulting first reported a position in Chubb in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Chubb position peaked at $126K in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.