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Copperwynd Financial’s Chubb CB Stock Holding History

Copperwynd Financial’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 		$228K Buy
786
+71
+10% +$20.4K 0.06% 144
2025
Q1 		$216K Buy
+715
New +$199K 0.06% 138
2024
Q1 		– Sell
-1,026
Closed -$232K – 144
2023
Q4 		$232K Buy
1,026
+19
+2% +$4.16K 0.09% 125
2023
Q3 		$210K Buy
+1,007
New +$204K 0.1% 120
2023
Q2 		– Sell
-1,033
Closed -$201K – 143
2023
Q1 		$201K Buy
1,033
+86
+9% +$18.1K 0.1% 130
2022
Q4 		$209K Buy
+947
New +$197K 0.12% 124

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
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
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

Copperwynd Financial's CB Position: Q2 2025 in Review

Copperwynd Financial increased its Chubb (CB) stake by 9.9% in Q2 2025, buying an estimated $20.4K and bringing the position to 786 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #144.

Copperwynd Financial first reported a position in CB in Q4 2022 and has held it in 6 quarters since. The position peaked at $232K in Q4 2023. 1,952 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Copperwynd Financial held 786 shares of Chubb worth $228K as of Q2 2025.
  • Copperwynd Financial bought 71 Chubb shares in Q2 2025, an estimated $20.4K.
  • Chubb made up 0.06% of Copperwynd Financial's portfolio in Q2 2025, its #144 holding.
  • Copperwynd Financial first reported a position in Chubb in Q4 2022 and has held it in 6 quarters since.
  • Copperwynd Financial's Chubb position peaked at $232K in Q4 2023.
  • 1,952 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.