Financial Advisors’s Chubb CB Stock Holding History

Financial 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 Q3	$288K	Hold	1,020	–	–	0.05%	67
2025 Q2	$296K	Hold	1,020	–	–	0.06%	67
2025 Q1	$308K	Hold	1,020	–	–	0.06%	61
2024 Q4	$282K	Hold	1,020	–	–	0.05%	68
2024 Q3	$294K	Hold	1,020	–	–	0.06%	64
2024 Q2	$260K	Hold	1,020	–	–	0.05%	62
2024 Q1	$264K	Hold	1,020	–	–	0.05%	63
2023 Q4	$231K	Hold	1,020	–	–	0.05%	65
2023 Q3	$212K	Sell	1,020 -30	-3%	-$6.07K	0.05%	69
2023 Q2	$202K	Hold	1,050	–	–	0.05%	76
2023 Q1	$204K	Hold	1,050	–	–	0.05%	76
2022 Q4	$232K	Buy	+1,050	New	+$218K	0.06%	68
2022 Q3	–	Sell	-1,050	Closed	-$206K	–	77
2022 Q2	$206K	Hold	1,050	–	–	0.07%	72
2022 Q1	$225K	Hold	1,050	–	–	0.07%	80
2021 Q4	$203K	Buy	+1,050	New	+$197K	0.06%	86

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

Financial Advisors's CB Position: Q3 2025 in Review

Financial Advisors held its Chubb (CB) position steady in Q3 2025 at 1,020 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #67.

Financial Advisors first reported a position in CB in Q4 2021 and has held it in 15 quarters since. The position peaked at $308K in Q1 2025. 1,920 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Financial Advisors held 1,020 shares of Chubb worth $288K as of Q3 2025.
Financial Advisors left its Chubb share count unchanged in Q3 2025.
Chubb made up 0.05% of Financial Advisors's portfolio in Q3 2025, its #67 holding.
Financial Advisors first reported a position in Chubb in Q4 2021 and has held it in 15 quarters since.
Financial Advisors's Chubb position peaked at $308K in Q1 2025.
1,920 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.