Congress Wealth Management’s Chubb CB Stock Holding History

Congress 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	$4.53M	Buy	15,636 +9,769	+167%	+$2.81M	0.04%	407
2025 Q1	$1.76M	Buy	5,867 +3,991	+213%	+$1.11M	0.02%	521
2024 Q4	$518K	Buy	1,876 +144	+8%	+$40.9K	0.01%	634
2024 Q3	$500K	Buy	1,732 +104	+6%	+$28.5K	0.01%	637
2024 Q2	$416K	Buy	1,628 +187	+13%	+$48K	0.01%	560
2024 Q1	$373K	Sell	1,441 -537	-27%	-$132K	0.01%	478
2023 Q4	$447K	Buy	1,978 +164	+9%	+$35.9K	0.01%	480
2023 Q3	$378K	Buy	1,814 +156	+9%	+$31.5K	0.01%	493
2023 Q2	$319K	Sell	1,658 -603	-27%	-$118K	0.01%	477
2023 Q1	$439K	Sell	2,261 -17	-0.7%	-$3.57K	0.01%	434
2022 Q4	$503K	Sell	2,278 -96	-4%	-$20K	0.01%	407
2022 Q3	$432K	Hold	2,374	–	–	0.01%	426
2022 Q2	$467K	Sell	2,374 -114	-5%	-$23.5K	0.01%	420
2022 Q1	$532K	Buy	2,488 +27	+1%	+$5.49K	0.01%	439
2021 Q4	$476K	Buy	+2,461	New	+$462K	0.01%	473

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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