Encompass Wealth Advisors’s Chubb CB Stock Holding History

Encompass Wealth Advisors’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	-2,207	Closed	-$623K	–	105
2025 Q3	$623K	Hold	2,207	–	–	0.21%	52
2025 Q2	$639K	Buy	2,207 +2	+0.1%	+$576	0.23%	52
2025 Q1	$666K	Hold	2,205	–	–	0.27%	51
2024 Q4	$609K	Sell	2,205 -662	-23%	-$188K	0.25%	52
2024 Q3	$827K	Hold	2,867	–	–	0.21%	101
2024 Q2	$731K	Hold	2,867	–	–	0.19%	102
2024 Q1	$743K	Sell	2,867 -227	-7%	-$55.8K	0.2%	105
2023 Q4	$699K	Hold	3,094	–	–	0.21%	96
2023 Q3	$644K	Hold	3,094	–	–	0.21%	88
2023 Q2	$596K	Hold	3,094	–	–	0.19%	95
2023 Q1	$601K	Hold	3,094	–	–	0.2%	90
2022 Q4	$683K	Hold	3,094	–	–	0.25%	74
2022 Q3	$563K	Buy	3,094 +687	+29%	+$130K	0.21%	91
2022 Q2	$473K	Hold	2,407	–	–	0.17%	110
2022 Q1	$515K	Hold	2,407	–	–	0.13%	125
2021 Q4	$465K	Hold	2,407	–	–	0.11%	135
2021 Q3	$417K	Hold	2,407	–	–	0.11%	142
2021 Q2	$382K	Hold	2,407	–	–	0.09%	159
2021 Q1	$415K	Sell	2,407 -662	-22%	-$107K	0.11%	154
2020 Q4	$472K	Buy	+3,069	New	+$430K	0.27%	66

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Encompass Wealth Advisors's CB Position: Q4 2025 in Review

Encompass Wealth Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 2,207 shares — an estimated $623K sold.

Encompass Wealth Advisors first reported a position in CB in Q4 2020 and held it in 20 quarters. The position peaked at $827K in Q3 2024. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

Encompass Wealth Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
Encompass Wealth Advisors sold 2,207 Chubb shares in Q4 2025, an estimated $623K.
Encompass Wealth Advisors first reported a position in Chubb in Q4 2020 and held it in 20 quarters.
Encompass Wealth Advisors's Chubb position peaked at $827K in Q3 2024.
2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Encompass Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.