CWA
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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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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