Heartwood Wealth Advisors’s Chubb CB Stock Holding History

Heartwood 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	-119	Closed	-$33.6K	–	267
2025 Q3	$33.6K	Buy	+119	New	+$32.8K	﹤0.01%	326

Other funds holding CB

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

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

BlackRock New York $6.73T AUM 46.02% 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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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

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

Heartwood Wealth Advisors's CB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 119 shares — an estimated $33.6K sold.

Heartwood Wealth Advisors first reported a position in CB in Q3 2025 and held it in 1 quarter. The position peaked at $33.6K in Q3 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 119 Chubb shares in Q4 2025, an estimated $33.6K.
Heartwood Wealth Advisors first reported a position in Chubb in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Chubb position peaked at $33.6K in Q3 2025.
2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.