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Clearview Wealth Advisors’s Chubb CB Stock Holding History

Clearview Wealth Advisors’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
Q4 		$418K Sell
1,338
-58
-4% -$17K 0.26% 67
2025
Q3 		$394K Sell
1,396
-38
-3% -$10.5K 0.25% 72
2025
Q2 		$415K Sell
1,434
-6
-0.4% -$1.73K 0.29% 67
2025
Q1 		$435K Sell
1,440
-47
-3% -$13.1K 0.33% 64
2024
Q4 		$411K Sell
1,487
-15
-1% -$4.26K 0.31% 60
2024
Q3 		$433K Sell
1,502
-42
-3% -$11.5K 0.33% 58
2024
Q2 		$394K Sell
1,544
-72
-4% -$18.5K 0.34% 59
2024
Q1 		$419K Sell
1,616
-55
-3% -$13.5K 0.43% 56
2023
Q4 		$378K Sell
1,671
-142
-8% -$31.1K 0.44% 74
2023
Q3 		$377K Buy
1,813
+8
+0.4% +$1.62K 0.47% 73
2023
Q2 		$348K Sell
1,805
-23
-1% -$4.51K 0.35% 78
2023
Q1 		$355K Sell
1,828
-693
-27% -$146K 0.36% 82
2022
Q4 		$556K Sell
2,521
-3
-0.1% -$624 0.43% 58
2022
Q3 		$459K Buy
2,524
+82
+3% +$15.6K 0.36% 51
2022
Q2 		$480K Buy
2,442
+90
+4% +$18.5K 0.36% 55
2022
Q1 		$503K Buy
2,352
+188
+9% +$38.2K 0.33% 51
2021
Q4 		$418K Buy
2,164
+116
+6% +$21.8K 0.25% 81
2021
Q3 		$355K Buy
2,048
+217
+12% +$38K 0.22% 83
2021
Q2 		$291K Hold
1,831
– – 0.18% 97
2021
Q1 		$289K Sell
1,831
-9
-0.5% -$1.45K 0.19% 96
2020
Q4 		$283K Buy
+1,840
New +$258K 0.19% 92

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
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

Clearview Wealth Advisors's CB Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its Chubb (CB) stake by 4.2% in Q4 2025, selling an estimated $17K and leaving 1,338 shares worth $418K. The position accounts for 0.26% of the portfolio, ranked #67.

Clearview Wealth Advisors first reported a position in CB in Q4 2020 and has held it in 21 quarters since. The position peaked at $556K in Q4 2022. 2,052 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Clearview Wealth Advisors held 1,338 shares of Chubb worth $418K as of Q4 2025.
  • Clearview Wealth Advisors sold 58 Chubb shares in Q4 2025, an estimated $17K.
  • Chubb made up 0.26% of Clearview Wealth Advisors's portfolio in Q4 2025, its #67 holding.
  • Clearview Wealth Advisors first reported a position in Chubb in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's Chubb position peaked at $556K in Q4 2022.
  • 2,052 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.