Heck Capital Advisors’s Chubb CB Stock Holding History

Heck Capital 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 Q1	–	Sell	-10	Closed	-$2.76K	–	320
2024 Q4	$2.76K	Buy	+10	New	+$2.84K	﹤0.01%	615

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's CB Position: Q1 2025 in Review

Heck Capital Advisors sold out of Chubb (CB) in Q1 2025, closing a stake of 10 shares — an estimated $2.76K sold.

Heck Capital Advisors first reported a position in CB in Q4 2024 and held it in 1 quarter. The position peaked at $2.76K in Q4 2024. 1,920 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Heck Capital Advisors reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 10 Chubb shares in Q1 2025, an estimated $2.76K.
Heck Capital Advisors first reported a position in Chubb in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Chubb position peaked at $2.76K in Q4 2024.
1,920 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.