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Gries Financial’s Chubb CB Stock Holding History

Gries Financial’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 		$506K Buy
1,791
+132
+8% +$36.3K 0.08% 179
2025
Q2 		$481K Buy
1,659
+76
+5% +$21.9K 0.09% 175
2025
Q1 		$478K Buy
1,583
+57
+4% +$15.8K 0.09% 168
2024
Q4 		$422K Buy
1,526
+405
+36% +$115K 0.07% 176
2024
Q3 		$323K Buy
1,121
+33
+3% +$9.05K 0.06% 196
2024
Q2 		$278K Buy
1,088
+30
+3% +$7.7K 0.06% 196
2024
Q1 		$274K Sell
1,058
-29
-3% -$7.13K 0.05% 227
2023
Q4 		$246K Buy
1,087
+27
+3% +$5.91K 0.05% 186
2023
Q3 		$221K Buy
+1,060
New +$214K 0.06% 171
2021
Q3 		– Sell
-3,560
Closed -$613K – 165
2021
Q2 		$613K Hold
3,560
– – 0.2% 97
2021
Q1 		$601K Buy
+3,560
New +$574K 0.19% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Gries Financial's CB Position: Q3 2025 in Review

Gries Financial increased its Chubb (CB) stake by 8% in Q3 2025, buying an estimated $36.3K and bringing the position to 1,791 shares worth $506K. The position accounts for 0.08% of the portfolio, ranked #179.

Gries Financial first reported a position in CB in Q1 2021 and has held it in 11 quarters since. The position peaked at $613K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Gries Financial held 1,791 shares of Chubb worth $506K as of Q3 2025.
  • Gries Financial bought 132 Chubb shares in Q3 2025, an estimated $36.3K.
  • Chubb made up 0.08% of Gries Financial's portfolio in Q3 2025, its #179 holding.
  • Gries Financial first reported a position in Chubb in Q1 2021 and has held it in 11 quarters since.
  • Gries Financial's Chubb position peaked at $613K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.