Gentry Private Wealth’s Chubb CB Stock Holding History

Gentry Private Wealth’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	-807	Closed	-$234K	–	91
2025 Q2	$234K	Buy	+807	New	+$232K	0.18%	82

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gentry Private Wealth's CB Position: Q3 2025 in Review

Gentry Private Wealth sold out of Chubb (CB) in Q3 2025, closing a stake of 807 shares — an estimated $234K sold.

Gentry Private Wealth first reported a position in CB in Q2 2025 and held it in 1 quarter. The position peaked at $234K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Gentry Private Wealth reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Gentry Private Wealth sold 807 Chubb shares in Q3 2025, an estimated $234K.
Gentry Private Wealth first reported a position in Chubb in Q2 2025 and held it in 1 quarter.
Gentry Private Wealth's Chubb position peaked at $234K in Q2 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Gentry Private Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.