Global Financial Private Client’s Chubb CB Stock Holding History

Global Financial Private Client’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	-109	Closed	-$32.9K	–	435
2025 Q1	$32.9K	Sell	109 -27	-20%	-$7.5K	0.01%	378
2024 Q4	$37.6K	Sell	136 -1,783	-93%	-$506K	0.01%	352
2024 Q3	$554K	Buy	1,919 +21	+1%	+$5.76K	0.22%	120
2024 Q2	$484K	Buy	1,898 +17	+0.9%	+$4.37K	0.2%	126
2024 Q1	$484K	Buy	1,881 +46	+3%	+$11.3K	0.21%	121
2023 Q4	$415K	Buy	1,835 +1,779	+3,177%	+$389K	0.19%	128
2023 Q3	$11.6K	Hold	56	–	–	0.01%	419
2023 Q2	$10.8K	Hold	56	–	–	0.01%	428
2023 Q1	$11K	Hold	56	–	–	0.01%	434
2022 Q4	$12.4K	Hold	56	–	–	0.01%	401
2022 Q3	$10.5K	Hold	56	–	–	0.01%	405
2022 Q2	$11.1K	Buy	56 +52	+1,300%	+$10.7K	0.01%	386
2022 Q1	$866	Hold	4	–	–	﹤0.01%	594
2021 Q4	$773	Hold	4	–	–	﹤0.01%	599
2021 Q3	$702	Hold	4	–	–	﹤0.01%	554
2021 Q2	$647	Hold	4	–	–	﹤0.01%	565
2021 Q1	$636	Hold	4	–	–	﹤0.01%	541
2020 Q4	$616	Buy	+4	New	+$561	﹤0.01%	521

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Global Financial Private Client's CB Position: Q2 2025 in Review

Global Financial Private Client sold out of Chubb (CB) in Q2 2025, closing a stake of 109 shares — an estimated $32.9K sold.

Global Financial Private Client first reported a position in CB in Q4 2020 and held it in 18 quarters. The position peaked at $554K in Q3 2024. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

Global Financial Private Client reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 109 Chubb shares in Q2 2025, an estimated $32.9K.
Global Financial Private Client first reported a position in Chubb in Q4 2020 and held it in 18 quarters.
Global Financial Private Client's Chubb position peaked at $554K in Q3 2024.
1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.