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Crowley Wealth Management’s Chubb CB Stock Holding History

Crowley 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
Q4 		– Sell
-105
Closed -$29.6K – 59
2025
Q3 		$29.6K Hold
105
– – 0.02% 186
2025
Q2 		$30.4K Hold
105
– – 0.03% 169
2025
Q1 		$31.7K Hold
105
– – 0.03% 162
2024
Q4 		$29K Buy
+105
New +$29.8K 0.03% 170

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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

Crowley Wealth Management's CB Position: Q4 2025 in Review

Crowley Wealth Management sold out of Chubb (CB) in Q4 2025, closing a stake of 105 shares — an estimated $29.6K sold.

Crowley Wealth Management first reported a position in CB in Q4 2024 and held it in 4 quarters. The position peaked at $31.7K in Q1 2025. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Crowley Wealth Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 105 Chubb shares in Q4 2025, an estimated $29.6K.
  • Crowley Wealth Management first reported a position in Chubb in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Chubb position peaked at $31.7K in Q1 2025.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.