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GPS Wealth Strategies Group’s Chubb CB Stock Holding History

GPS Wealth Strategies 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
Q4 		– Sell
-683
Closed -$193K – 697
2025
Q3 		$193K Buy
683
+15
+2% +$4.13K 0.02% 350
2025
Q2 		$194K Buy
668
+4
+0.6% +$1.15K 0.02% 327
2025
Q1 		$201K Sell
664
-50
-7% -$13.9K 0.03% 301
2024
Q4 		$197K Buy
714
+6
+0.8% +$1.7K 0.03% 301
2024
Q3 		$204K Sell
708
-49
-6% -$13.4K 0.03% 298
2024
Q2 		$193K Sell
757
-42
-5% -$10.8K 0.03% 271
2024
Q1 		$207K Hold
799
– – 0.03% 247
2023
Q4 		$181K Hold
799
– – 0.03% 258
2023
Q3 		$166K Hold
799
– – 0.03% 271
2023
Q2 		$154K Sell
799
-21
-3% -$4.11K 0.03% 279
2023
Q1 		$159K Buy
+820
New +$172K 0.03% 264
2022
Q4 		– Sell
-755
Closed -$137K – 257
2022
Q3 		$137K Hold
755
– – 0.03% 253
2022
Q2 		$148K Buy
755
+14
+2% +$2.88K 0.04% 248
2022
Q1 		$158K Buy
741
+97
+15% +$19.7K 0.04% 245
2021
Q4 		$124K Buy
644
+21
+3% +$3.94K 0.03% 268
2021
Q3 		$108K Hold
623
– – 0.03% 272
2021
Q2 		$99K Hold
623
– – 0.03% 305
2021
Q1 		$98K Buy
+623
New +$100K 0.03% 275

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GPS Wealth Strategies Group's CB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Chubb (CB) in Q4 2025, closing a stake of 683 shares — an estimated $193K sold.

GPS Wealth Strategies Group first reported a position in CB in Q1 2021 and held it in 18 quarters. The position peaked at $207K in Q1 2024. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 683 Chubb shares in Q4 2025, an estimated $193K.
  • GPS Wealth Strategies Group first reported a position in Chubb in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Chubb position peaked at $207K in Q1 2024.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.