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Halbert Hargrove Global Advisors’s Chubb CB Stock Holding History

Halbert Hargrove Global 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
-1
Closed -$302 – 363
2025
Q1 		$302 Buy
+1
New +$278 ﹤0.01% 557
2023
Q2 		– Sell
-1,321
Closed -$256K – 112
2023
Q1 		$256K Buy
1,321
+87
+7% +$18.3K 0.02% 128
2022
Q4 		$272K Sell
1,234
-10
-0.8% -$2.08K 0.02% 115
2022
Q3 		$226K Sell
1,244
-6
-0.5% -$1.14K 0.02% 136
2022
Q2 		$245K Sell
1,250
-18
-1% -$3.71K 0.02% 132
2022
Q1 		$272K Buy
1,268
+140
+12% +$28.5K 0.02% 129
2021
Q4 		$218K Sell
1,128
-84
-7% -$15.8K 0.01% 148
2021
Q3 		$210K Buy
+1,212
New +$212K 0.01% 140
2016
Q3 		– Sell
-1,628
Closed -$213K – 71
2016
Q2 		$213K Sell
1,628
-365
-18% -$45K 0.06% 69
2016
Q1 		$237K Sell
1,993
-226
-10% -$26K 0.09% 67
2015
Q4 		$259K Sell
2,219
-76
-3% -$8.6K 0.11% 75
2015
Q3 		$237K Sell
2,295
-2,231
-49% -$233K 0.12% 81
2015
Q2 		$460K Sell
4,526
-158
-3% -$17K 0.11% 94
2015
Q1 		$522K Buy
4,684
+1,957
+72% +$220K 0.17% 80
2014
Q4 		$313K Sell
2,727
-84
-3% -$9.3K 0.16% 80
2014
Q3 		$295K Sell
2,811
-317
-10% -$33.1K 0.08% 97
2014
Q2 		$324K Buy
3,128
+38
+1% +$3.89K 0.1% 79
2014
Q1 		$306K Sell
3,090
-74
-2% -$7.18K 0.09% 83
2013
Q4 		$328K Sell
3,164
-346
-10% -$34K 0.1% 75
2013
Q3 		$328K Buy
3,510
+418
+14% +$38.2K 0.11% 69
2013
Q2 		$277K Buy
+3,092
New +$277K 0.1% 85

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

Halbert Hargrove Global Advisors's CB Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Chubb (CB) in Q2 2025, closing a stake of 1 share — an estimated $302 sold.

Halbert Hargrove Global Advisors first reported a position in CB in Q2 2013 and held it in 21 quarters. The position peaked at $522K in Q1 2015. 1,956 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 Chubb share in Q2 2025, an estimated $302.
  • Halbert Hargrove Global Advisors first reported a position in Chubb in Q2 2013 and held it in 21 quarters.
  • Halbert Hargrove Global Advisors's Chubb position peaked at $522K in Q1 2015.
  • 1,956 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.