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Castleview Partners’s Chubb CB Stock Holding History

Castleview 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
-145
Closed -$39.5K – 235
2024
Q4 		$39.5K Buy
145
+8
+6% +$2.27K 0.02% 375
2024
Q3 		$39.5K Sell
137
-113
-45% -$31K 0.02% 354
2024
Q2 		$63.8K Sell
250
-81
-24% -$20.8K 0.04% 305
2024
Q1 		$85.8K Sell
331
-4
-1% -$983 0.05% 278
2023
Q4 		$75.7K Buy
335
+10
+3% +$2.19K 0.05% 236
2023
Q3 		$67.7K Buy
325
+7
+2% +$1.42K 0.06% 220
2023
Q2 		$61.2K Hold
318
– – 0.06% 232
2023
Q1 		$61.7K Sell
318
-61
-16% -$12.8K 0.05% 246
2022
Q4 		$83.6K Hold
379
– – 0.08% 176
2022
Q3 		$69K Sell
379
-200
-35% -$38K 0.07% 202
2022
Q2 		$114K Buy
+579
New +$119K 0.09% 197
2021
Q2 		$378K Buy
+2,379
New +$394K 0.17% 125
2018
Q1 		$251K Buy
+1,835
New +$266K 0.21% 94

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castleview Partners's CB Position: Q1 2025 in Review

Castleview Partners sold out of Chubb (CB) in Q1 2025, closing a stake of 145 shares — an estimated $39.5K sold.

Castleview Partners first reported a position in CB in Q1 2018 and held it in 13 quarters. The position peaked at $378K in Q2 2021. 1,922 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Castleview Partners reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 145 Chubb shares in Q1 2025, an estimated $39.5K.
  • Castleview Partners first reported a position in Chubb in Q1 2018 and held it in 13 quarters.
  • Castleview Partners's Chubb position peaked at $378K in Q2 2021.
  • 1,922 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.