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Forte Capital’s Chubb CB Stock Holding History

Forte Capital’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 		$380K Buy
1,310
+400
+44% +$115K 0.04% 191
2025
Q1 		$275K Sell
910
-38
-4% -$10.6K 0.03% 214
2024
Q4 		$262K Hold
948
– – 0.03% 209
2024
Q3 		$273K Hold
948
– – 0.03% 212
2024
Q2 		$242K Hold
948
– – 0.03% 218
2024
Q1 		$246K Sell
948
-37
-4% -$9.1K 0.03% 215
2023
Q4 		$223K Buy
+985
New +$215K 0.03% 214

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

Forte Capital's CB Position: Q2 2025 in Review

Forte Capital increased its Chubb (CB) stake by 44% in Q2 2025, buying an estimated $115K and bringing the position to 1,310 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #191.

Forte Capital first reported a position in CB in Q4 2023 and has held it in 7 quarters since. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Forte Capital held 1,310 shares of Chubb worth $380K as of Q2 2025.
  • Forte Capital bought 400 Chubb shares in Q2 2025, an estimated $115K.
  • Chubb made up 0.04% of Forte Capital's portfolio in Q2 2025, its #191 holding.
  • Forte Capital first reported a position in Chubb in Q4 2023 and has held it in 7 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.