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Hopwood Financial Services’s Chubb CB Stock Holding History

Hopwood Financial Services’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
-33
Closed -$9.31K – 115
2025
Q3 		$9.31K Hold
33
– – 0.01% 256
2025
Q2 		$9.56K Hold
33
– – 0.01% 235
2025
Q1 		$9.97K Hold
33
– – 0.01% 235
2024
Q4 		$9.12K Buy
+33
New +$9.37K 0.01% 244

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 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
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

Hopwood Financial Services's CB Position: Q4 2025 in Review

Hopwood Financial Services sold out of Chubb (CB) in Q4 2025, closing a stake of 33 shares — an estimated $9.31K sold.

Hopwood Financial Services first reported a position in CB in Q4 2024 and held it in 4 quarters. The position peaked at $9.97K in Q1 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Hopwood Financial Services reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 33 Chubb shares in Q4 2025, an estimated $9.31K.
  • Hopwood Financial Services first reported a position in Chubb in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Chubb position peaked at $9.97K in Q1 2025.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.