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Grey Fox Wealth Advisors’s Chubb CB Stock Holding History

Grey Fox Wealth 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
Q4 		– Sell
-146
Closed -$41.2K – 198
2025
Q3 		$41.2K Buy
+146
New +$40.2K 0.01% 280
2023
Q2 		– Sell
-133
Closed -$25.9K – 161
2023
Q1 		$25.9K Buy
133
+10
+8% +$2.1K 0.02% 245
2022
Q4 		$27.1K Buy
+123
New +$25.6K 0.02% 211

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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

Grey Fox Wealth Advisors's CB Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 146 shares — an estimated $41.2K sold.

Grey Fox Wealth Advisors first reported a position in CB in Q4 2022 and held it in 3 quarters. The position peaked at $41.2K in Q3 2025. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 146 Chubb shares in Q4 2025, an estimated $41.2K.
  • Grey Fox Wealth Advisors first reported a position in Chubb in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's Chubb position peaked at $41.2K in Q3 2025.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.