Financial Gravity Asset Management’s Chubb CB Stock Holding History

Financial Gravity 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 Q4	–	Sell	-10	Closed	-$2.82K	–	790
2025 Q3	$2.82K	Buy	+10	New	+$2.75K	﹤0.01%	749
2025 Q1	$47.4K	Buy	+157	New	+$43.6K	0.01%	317
2024 Q1	–	Sell	-6	Closed	-$1.48K	–	1073
2023 Q4	$1.21K	Buy	+6	New	+$1.31K	﹤0.01%	776
2021 Q3	$173K	Buy	+60	New	+$10.5K	0.08%	215
2019 Q4	$5K	Sell	30 -868	-97%	-$133K	﹤0.01%	1265
2019 Q3	$145K	Sell	898 -362	-29%	-$56K	0.12%	155
2019 Q2	$186K	Sell	1,260 -268	-18%	-$38.7K	0.15%	156
2019 Q1	$216K	Buy	+1,528	New	+$203K	0.17%	126
2018 Q3	$174K	Buy	1,411 +136	+11%	+$18.4K	0.18%	143
2018 Q2	$173K	Buy	1,275 +1,031	+423%	+$137K	0.16%	144
2018 Q1	$32K	Buy	+244	New	+$35.3K	0.03%	448

Other funds holding CB

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Gravity Asset Management's CB Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Chubb (CB) in Q4 2025, closing a stake of 10 shares — an estimated $2.82K sold.

Financial Gravity Asset Management first reported a position in CB in Q1 2018 and held it in 11 quarters. The position peaked at $216K in Q1 2019. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

Financial Gravity Asset Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 10 Chubb shares in Q4 2025, an estimated $2.82K.
Financial Gravity Asset Management first reported a position in Chubb in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Chubb position peaked at $216K in Q1 2019.
2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.