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Coppell Advisory Solutions’s Chubb CB Stock Holding History

Coppell Advisory Solutions’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
-30
Closed -$8.26K – 556
2024
Q4 		$8.26K Hold
30
– – ﹤0.01% 1180
2024
Q3 		$8.69K Sell
30
-39
-57% -$10.7K ﹤0.01% 1126
2024
Q2 		$17.6K Buy
+69
New +$17.7K ﹤0.01% 839
2023
Q4 		$45.9K Buy
+203
New +$44.4K 0.01% 514
2023
Q3 		– Sell
-27
Closed -$5.11K – 1251
2023
Q2 		$5.11K Buy
+27
New +$5.29K ﹤0.01% 853

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's CB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Chubb (CB) in Q1 2025, closing a stake of 30 shares — an estimated $8.26K sold.

Coppell Advisory Solutions first reported a position in CB in Q2 2023 and held it in 5 quarters. The position peaked at $45.9K in Q4 2023. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 30 Chubb shares in Q1 2025, an estimated $8.26K.
  • Coppell Advisory Solutions first reported a position in Chubb in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Chubb position peaked at $45.9K in Q4 2023.
  • 1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.