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Financial Advocates Investment Management’s Chubb CB Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-2,307
Closed -$697K – 649
2025
Q1 		$697K Sell
2,307
-1,347
-37% -$374K 0.05% 360
2024
Q4 		$1.01M Buy
3,654
+71
+2% +$20.2K 0.06% 298
2024
Q3 		$1.03M Buy
3,583
+6
+0.2% +$1.65K 0.06% 300
2024
Q2 		$912K Sell
3,577
-76
-2% -$19.5K 0.06% 310
2024
Q1 		$947K Buy
3,653
+33
+0.9% +$8.11K 0.05% 318
2023
Q4 		$818K Sell
3,620
-411
-10% -$89.9K 0.05% 324
2023
Q3 		$839K Buy
4,031
+34
+0.9% +$6.87K 0.06% 306
2023
Q2 		$770K Buy
3,997
+36
+0.9% +$7.05K 0.05% 306
2023
Q1 		$769K Sell
3,961
-43
-1% -$9.04K 0.06% 336
2022
Q4 		$883K Sell
4,004
-3,043
-43% -$633K 0.07% 317
2022
Q3 		$718K Buy
7,047
+2,870
+69% +$545K 0.06% 321
2022
Q2 		$821K Sell
4,177
-17
-0.4% -$3.5K 0.07% 302
2022
Q1 		$897K Sell
4,194
-112
-3% -$22.8K 0.06% 316
2021
Q4 		$832K Sell
4,306
-13
-0.3% -$2.44K 0.05% 363
2021
Q3 		$750K Buy
4,319
+645
+18% +$113K 0.05% 385
2021
Q2 		$584K Sell
3,674
-1,907
-34% -$316K 0.04% 447
2021
Q1 		$882K Sell
5,581
-1,050
-16% -$169K 0.06% 347
2020
Q4 		$1.02M Sell
6,631
-932
-12% -$131K 0.07% 299
2020
Q3 		$878K Sell
7,563
-129
-2% -$16.2K 0.07% 271
2020
Q2 		$974K Sell
7,692
-879
-10% -$102K 0.09% 254
2020
Q1 		$957K Sell
8,571
-989
-10% -$142K 0.14% 186
2019
Q4 		$1.49M Buy
9,560
+1,427
+18% +$218K 0.16% 150
2019
Q3 		$1.31M Sell
8,133
-160
-2% -$24.8K 0.15% 155
2019
Q2 		$1.22M Sell
8,293
-258
-3% -$37.3K 0.14% 160
2019
Q1 		$1.2M Sell
8,551
-829
-9% -$110K 0.15% 159
2018
Q4 		$1.21M Sell
9,380
-1,351
-13% -$175K 0.17% 145
2018
Q3 		$1.43M Sell
10,731
-1,055
-9% -$143K 0.16% 142
2018
Q2 		$1.49M Sell
11,786
-1,624
-12% -$216K 0.18% 127
2018
Q1 		$1.83M Buy
13,410
+1,585
+13% +$230K 0.24% 94
2017
Q4 		$1.73M Buy
+11,825
New +$1.77M 0.24% 94

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $846B AUM 46.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Advocates Investment Management's CB Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Chubb (CB) in Q2 2025, closing a stake of 2,307 shares — an estimated $697K sold.

Financial Advocates Investment Management first reported a position in CB in Q4 2017 and held it in 30 quarters. The position peaked at $1.83M in Q1 2018. 1,954 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,307 Chubb shares in Q2 2025, an estimated $697K.
  • Financial Advocates Investment Management first reported a position in Chubb in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's Chubb position peaked at $1.83M in Q1 2018.
  • 1,954 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.