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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

Congress Wealth Management's CB Position: Q2 2025 in Review

Congress Wealth Management increased its Chubb (CB) stake by 167% in Q2 2025, buying an estimated $2.81M and bringing the position to 15,636 shares worth $4.53M. The position accounts for 0.04% of the portfolio, ranked #407.

Congress Wealth Management first reported a position in CB in Q4 2021 and has held it in 15 quarters since. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Congress Wealth Management held 15,636 shares of Chubb worth $4.53M as of Q2 2025.
  • Congress Wealth Management bought 9,769 Chubb shares in Q2 2025, an estimated $2.81M.
  • Chubb made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #407 holding.
  • Congress Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 15 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.