Freedom Investment Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-1,396
Closed -$404K 244
2025
Q2
$404K Sell
1,396
-323
-19% -$93K 0.03% 508
2025
Q1
$519K Sell
1,719
-63
-4% -$17.5K 0.04% 410
2024
Q4
$492K Sell
1,782
-1,809
-50% -$514K 0.04% 434
2024
Q3
$1.04M Sell
3,591
-68
-2% -$18.6K 0.08% 230
2024
Q2
$933K Buy
3,659
+1,889
+107% +$485K 0.08% 252
2024
Q1
$459K Buy
1,770
+64
+4% +$15.7K 0.04% 461
2023
Q4
$386K Buy
1,706
+582
+52% +$127K 0.03% 504
2023
Q3
$234K Sell
1,124
-1,663
-60% -$336K 0.03% 582
2023
Q2
$537K Sell
2,787
-78
-3% -$15.3K 0.06% 379
2023
Q1
$556K Sell
2,865
-5,581
-66% -$1.17M 0.06% 375
2022
Q4
$1.86M Buy
8,446
+5,686
+206% +$1.18M 0.21% 119
2022
Q3
$502K Sell
2,760
-369
-12% -$70.1K 0.06% 421
2022
Q2
$615K Sell
3,129
-99
-3% -$20.4K 0.07% 373
2022
Q1
$690K Sell
3,228
-541
-14% -$110K 0.06% 384
2021
Q4
$729K Buy
3,769
+606
+19% +$114K 0.05% 434
2021
Q3
$549K Buy
3,163
+91
+3% +$16K 0.04% 473
2021
Q2
$488K Sell
3,072
-102
-3% -$16.9K 0.04% 543
2021
Q1
$501K Buy
+3,174
New +$511K 0.04% 528

Other funds holding CB

Freedom Investment Management's CB Position: Q3 2025 in Review

Freedom Investment Management sold out of Chubb (CB) in Q3 2025, closing a stake of 1,396 shares — an estimated $404K sold.

Freedom Investment Management first reported a position in CB in Q1 2021 and held it in 18 quarters. The position peaked at $1.86M in Q4 2022. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Freedom Investment Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,396 Chubb shares in Q3 2025, an estimated $404K.
  • Freedom Investment Management first reported a position in Chubb in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Chubb position peaked at $1.86M in Q4 2022.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.