Congress Park Capital’s Chubb CB Stock Holding History

Congress Park Capital’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	-800	Closed	-$221K	–	109
2024 Q4	$221K	Hold	800	–	–	0.08%	106
2024 Q3	$231K	Hold	800	–	–	0.09%	106
2024 Q2	$204K	Hold	800	–	–	0.08%	112
2024 Q1	$207K	Buy	+800	New	+$197K	0.09%	111
2023 Q4	–	Sell	-1,600	Closed	-$333K	–	118
2023 Q3	$333K	Hold	1,600	–	–	0.17%	91
2023 Q2	$308K	Hold	1,600	–	–	0.15%	104
2023 Q1	$311K	Hold	1,600	–	–	0.16%	101
2022 Q4	$353K	Hold	1,600	–	–	0.21%	95
2022 Q3	$291K	Hold	1,600	–	–	0.17%	97
2022 Q2	$315K	Hold	1,600	–	–	0.19%	98
2022 Q1	$342K	Hold	1,600	–	–	0.17%	107
2021 Q4	$309K	Hold	1,600	–	–	0.15%	103
2021 Q3	$278K	Hold	1,600	–	–	0.14%	112
2021 Q2	$254K	Hold	1,600	–	–	0.13%	114
2021 Q1	$253K	Hold	1,600	–	–	0.14%	110
2020 Q4	$246K	Buy	+1,600	New	+$224K	0.15%	101
2020 Q3	–	Sell	-1,600	Closed	-$203K	–	99
2020 Q2	$203K	Sell	1,600 -375	-19%	-$43.5K	0.16%	86
2020 Q1	$221K	Sell	1,975 -1,855	-48%	-$266K	0.2%	78
2019 Q4	$596K	Hold	3,830	–	–	0.44%	50
2019 Q3	$618K	Hold	3,830	–	–	0.52%	46
2019 Q2	$586K	Sell	3,830 -100	-3%	-$14.4K	0.46%	50
2019 Q1	$551K	Hold	3,930	–	–	0.48%	52
2018 Q4	$508K	Hold	3,930	–	–	0.56%	45
2018 Q3	$525K	Hold	3,930	–	–	0.47%	54
2018 Q2	$499K	Hold	3,930	–	–	0.48%	55
2018 Q1	$538K	Hold	3,930	–	–	0.55%	51
2017 Q4	$574K	Buy	+3,930	New	+$587K	0.58%	53

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Park Capital's CB Position: Q1 2025 in Review

Congress Park Capital sold out of Chubb (CB) in Q1 2025, closing a stake of 800 shares — an estimated $221K sold.

Congress Park Capital first reported a position in CB in Q4 2017 and held it in 27 quarters. The position peaked at $618K in Q3 2019. 1,922 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Congress Park Capital reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
Congress Park Capital sold 800 Chubb shares in Q1 2025, an estimated $221K.
Congress Park Capital first reported a position in Chubb in Q4 2017 and held it in 27 quarters.
Congress Park Capital's Chubb position peaked at $618K in Q3 2019.
1,922 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Congress Park Capital's 13F filing for Q1 2025, filed 22 Apr 2025.