FAG
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Fortitude Advisory Group’s Chubb CB Stock Holding History

Fortitude Advisory Group’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
-824
Closed -$239K – 218
2025
Q2 		$239K Buy
824
+26
+3% +$7.48K 0.14% 170
2025
Q1 		$227K Buy
798
+42
+6% +$11.7K 0.16% 155
2024
Q4 		$209K Buy
756
+5
+0.7% +$1.42K 0.13% 175
2024
Q3 		$217K Buy
+751
New +$206K 0.14% 177

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

Fortitude Advisory Group's CB Position: Q3 2025 in Review

Fortitude Advisory Group sold out of Chubb (CB) in Q3 2025, closing a stake of 824 shares — an estimated $239K sold.

Fortitude Advisory Group first reported a position in CB in Q3 2024 and held it in 4 quarters. The position peaked at $239K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Fortitude Advisory Group reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 824 Chubb shares in Q3 2025, an estimated $239K.
  • Fortitude Advisory Group first reported a position in Chubb in Q3 2024 and held it in 4 quarters.
  • Fortitude Advisory Group's Chubb position peaked at $239K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Fortitude Advisory Group's 13F filing for Q3 2025, filed 5 Nov 2025.