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Financial Gravity Companies’s Chubb CB Stock Holding History

Financial Gravity Companies’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 		$290 Buy
+1
New +$288 ﹤0.01% 880
2024
Q4 		$276 Hold
1
– – ﹤0.01% 891
2024
Q3 		$288 Buy
+1
New +$274 ﹤0.01% 617
2018
Q4 		$191K Buy
+1,430
New +$185K 0.17% 135
2018
Q1 		$32K Sell
244
-419
-63% -$60.7K 0.03% 448
2017
Q4 		$103K Buy
+663
New +$99.1K 0.12% 173

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $733B AUM 35.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Financial Gravity Companies's CB Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Chubb (CB) in Q2 2025: 1 share worth $290. The stake represents ﹤0.01% of the portfolio and ranks #880 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CB as recently as Q4 2024.

Financial Gravity Companies first reported a position in CB in Q4 2017 and has held it in 6 quarters since. The position peaked at $191K in Q4 2018. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Financial Gravity Companies held 1 share of Chubb worth $290 as of Q2 2025.
  • Chubb was a new Financial Gravity Companies position in Q2 2025.
  • Chubb made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #880 holding.
  • Financial Gravity Companies first reported a position in Chubb in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Chubb position peaked at $191K in Q4 2018.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.