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CarsonAllaria Wealth Management’s Chubb CB Stock Holding History

CarsonAllaria 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
Q3 		– Sell
-118
Closed -$34.3K – 115
2025
Q2 		$34.3K Hold
118
– – 0.02% 156
2025
Q1 		$35.8K Hold
118
– – 0.02% 151
2024
Q4 		$32.6K Buy
118
+1
+0.9% +$284 0.02% 161
2024
Q3 		$34K Hold
117
– – 0.02% 157
2024
Q2 		$29.9K Buy
117
+1
+0.9% +$257 0.02% 154
2024
Q1 		$30.3K Hold
116
– – 0.02% 159
2023
Q4 		$26.3K Hold
116
– – 0.02% 151
2023
Q3 		$24.1K Buy
116
+1
+0.9% +$202 0.02% 147
2023
Q2 		$22.2K Hold
115
– – 0.02% 161
2023
Q1 		$22.3K Buy
+115
New +$24.2K 0.02% 159

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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

CarsonAllaria Wealth Management's CB Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Chubb (CB) in Q3 2025, closing a stake of 118 shares — an estimated $34.3K sold.

CarsonAllaria Wealth Management first reported a position in CB in Q1 2023 and held it in 10 quarters. The position peaked at $35.8K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 118 Chubb shares in Q3 2025, an estimated $34.3K.
  • CarsonAllaria Wealth Management first reported a position in Chubb in Q1 2023 and held it in 10 quarters.
  • CarsonAllaria Wealth Management's Chubb position peaked at $35.8K in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.