CFP
CB icon

Cascade Financial Partners’s Chubb CB Stock Holding History

Cascade Financial Partners’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 		– Sell
-1,018
Closed -$281K – 244
2024
Q4 		$281K Hold
1,018
– – 0.04% 194
2024
Q3 		$302K Hold
1,018
– – 0.04% 182
2024
Q2 		$260K Hold
1,018
– – 0.03% 193
2024
Q1 		$250K Buy
+1,018
New +$250K 0.04% 195

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

Cascade Financial Partners's CB Position: Q1 2025 in Review

Cascade Financial Partners sold out of Chubb (CB) in Q1 2025, closing a stake of 1,018 shares — an estimated $281K sold.

Cascade Financial Partners first reported a position in CB in Q1 2024 and held it in 4 quarters. The position peaked at $302K in Q3 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Cascade Financial Partners reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 1,018 Chubb shares in Q1 2025, an estimated $281K.
  • Cascade Financial Partners first reported a position in Chubb in Q1 2024 and held it in 4 quarters.
  • Cascade Financial Partners's Chubb position peaked at $302K in Q3 2024.
  • 1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Cascade Financial Partners's 13F filing for Q1 2025, filed 13 May 2025.