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Glass Jacobson Investment Advisors’s Chubb CB Stock Holding History

Glass Jacobson Investment Advisors’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 		– Sell
-21
Closed -$5.8K – 601
2025
Q1 		$5.8K Hold
21
– – ﹤0.01% 657
2024
Q4 		$5.8K Buy
+21
New +$5.96K ﹤0.01% 657
2022
Q4 		$631K Buy
+2,860
New +$595K 0.31% 97

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

Glass Jacobson Investment Advisors's CB Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Chubb (CB) in Q2 2025, closing a stake of 21 shares — an estimated $5.8K sold.

Glass Jacobson Investment Advisors first reported a position in CB in Q4 2022 and held it in 3 quarters. The position peaked at $631K in Q4 2022. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 21 Chubb shares in Q2 2025, an estimated $5.8K.
  • Glass Jacobson Investment Advisors first reported a position in Chubb in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Chubb position peaked at $631K in Q4 2022.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.