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Cobblestone Capital Advisors’s Chubb CB Stock Holding History

Cobblestone Capital 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
Q3 		$402K Sell
1,426
-357
-20% -$98.3K 0.02% 223
2025
Q2 		$517K Hold
1,783
– – 0.03% 192
2025
Q1 		$538K Buy
+1,783
New +$495K 0.03% 183
2016
Q4 		– Sell
-2,101
Closed -$264K – 182
2016
Q3 		$264K Hold
2,101
– – 0.04% 164
2016
Q2 		$275K Sell
2,101
-43
-2% -$5.3K 0.04% 156
2016
Q1 		$255K Buy
+2,144
New +$246K 0.04% 157

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 $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Cobblestone Capital Advisors's CB Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Chubb (CB) stake by 20% in Q3 2025, selling an estimated $98.3K and leaving 1,426 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #223.

Cobblestone Capital Advisors first reported a position in CB in Q1 2016 and has held it in 6 quarters since. The position peaked at $538K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Cobblestone Capital Advisors held 1,426 shares of Chubb worth $402K as of Q3 2025.
  • Cobblestone Capital Advisors sold 357 Chubb shares in Q3 2025, an estimated $98.3K.
  • Chubb made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #223 holding.
  • Cobblestone Capital Advisors first reported a position in Chubb in Q1 2016 and has held it in 6 quarters since.
  • Cobblestone Capital Advisors's Chubb position peaked at $538K in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.