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Centricity Wealth Management’s Chubb CB Stock Holding History

Centricity 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
Q2 		$16.5K Hold
57
– – 0.01% 281
2025
Q1 		$17.2K Sell
57
-21
-27% -$5.83K 0.02% 267
2024
Q4 		$21.6K Buy
+78
New +$22.1K 0.02% 244

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Centricity Wealth Management's CB Position: Q2 2025 in Review

Centricity Wealth Management held its Chubb (CB) position steady in Q2 2025 at 57 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #281.

Centricity Wealth Management first reported a position in CB in Q4 2024 and has held it in 3 quarters since. The position peaked at $21.6K in Q4 2024. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Centricity Wealth Management held 57 shares of Chubb worth $16.5K as of Q2 2025.
  • Centricity Wealth Management left its Chubb share count unchanged in Q2 2025.
  • Chubb made up 0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #281 holding.
  • Centricity Wealth Management first reported a position in Chubb in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Chubb position peaked at $21.6K in Q4 2024.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.