FTA
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Financial & Tax Architects’s Chubb CB Stock Holding History

Financial & Tax Architects’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 		– Sell
-2,347
Closed -$680K – 106
2025
Q2 		$680K Buy
2,347
+8
+0.3% +$2.3K 0.17% 70
2025
Q1 		$706K Buy
2,339
+176
+8% +$48.9K 0.18% 74
2024
Q4 		$598K Buy
2,163
+192
+10% +$54.5K 0.15% 75
2024
Q3 		$569K Buy
1,971
+123
+7% +$33.7K 0.15% 73
2024
Q2 		$471K Buy
1,848
+380
+26% +$97.6K 0.13% 75
2024
Q1 		$380K Buy
1,468
+224
+18% +$55.1K 0.1% 73
2023
Q4 		$281K Sell
1,244
-93
-7% -$20.3K 0.08% 80
2023
Q3 		$278K Sell
1,337
-3
-0.2% -$606 0.09% 75
2023
Q2 		$258K Buy
1,340
+25
+2% +$4.9K 0.08% 74
2023
Q1 		$255K Buy
1,315
+17
+1% +$3.57K 0.08% 72
2022
Q4 		$286K Buy
+1,298
New +$270K 0.1% 76
2022
Q3 		– Sell
-1,750
Closed -$344K – 66
2022
Q2 		$344K Sell
1,750
-241
-12% -$49.6K 0.13% 63
2022
Q1 		$426K Sell
1,991
-167
-8% -$33.9K 0.16% 66
2021
Q4 		$417K Sell
2,158
-158
-7% -$29.7K 0.17% 79
2021
Q3 		$402K Sell
2,316
-26
-1% -$4.56K 0.18% 80
2021
Q2 		$372K Sell
2,342
-30
-1% -$4.97K 0.18% 85
2021
Q1 		$375K Buy
+2,372
New +$382K 0.21% 81

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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