Empirical Asset Management’s Chubb CB Stock Holding History

Empirical Asset 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 Q3	–	Sell	-2,978	Closed	-$863K	–	375
2025 Q2	$863K	Buy	+2,978	New	+$857K	0.27%	105
2025 Q1	–	Sell	-91,143	Closed	-$956K	–	334
2024 Q4	$956K	Buy	91,143 +73,929	+429%	+$21M	0.32%	88
2024 Q3	$963K	Buy	17,214 +1,443	+9%	+$396K	0.34%	80
2024 Q2	$485K	Buy	+15,771	New	+$4.05M	0.18%	163
2023 Q3	–	Sell	-2,831	Closed	-$545K	–	170
2023 Q2	$545K	Buy	+2,831	New	+$555K	0.48%	71
2022 Q1	–	Sell	-1,413	Closed	-$273K	–	151
2021 Q4	$273K	Buy	+1,413	New	+$265K	0.26%	119

Other funds holding CB

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Empirical Asset Management's CB Position: Q3 2025 in Review

Empirical Asset Management sold out of Chubb (CB) in Q3 2025, closing a stake of 2,978 shares — an estimated $863K sold.

Empirical Asset Management first reported a position in CB in Q4 2021 and held it in 6 quarters. The position peaked at $963K in Q3 2024. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Empirical Asset Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Empirical Asset Management sold 2,978 Chubb shares in Q3 2025, an estimated $863K.
Empirical Asset Management first reported a position in Chubb in Q4 2021 and held it in 6 quarters.
Empirical Asset Management's Chubb position peaked at $963K in Q3 2024.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Empirical Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.