Integrated Investment Consultants’s Chubb CB Stock Holding History

Integrated Investment Consultants’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	-823	Closed	-$232K	–	285
2025 Q3	$232K	Sell	823 -222	-21%	-$61.1K	0.04%	294
2025 Q2	$303K	Buy	+1,045	New	+$301K	0.06%	235
2018 Q2	–	Sell	-1,095	Closed	-$150K	–	247
2018 Q1	$150K	Buy	+1,095	New	+$159K	0.06%	237
2017 Q3	$173K	Sell	1,213 -81	-6%	-$11.7K	0.08%	179
2017 Q2	$188K	Hold	1,294	–	–	0.08%	163
2017 Q1	$176K	Buy	1,294 +43	+3%	+$5.78K	0.08%	168
2016 Q4	$165K	Buy	1,251 +240	+24%	+$30.6K	0.08%	171
2016 Q3	$127K	Hold	1,011	–	–	0.06%	213
2016 Q2	$132K	Buy	1,011 +128	+14%	+$15.8K	0.07%	201
2016 Q1	$105K	Buy	+883	New	+$101K	0.06%	221

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

Integrated Investment Consultants's CB Position: Q4 2025 in Review

Integrated Investment Consultants sold out of Chubb (CB) in Q4 2025, closing a stake of 823 shares — an estimated $232K sold.

Integrated Investment Consultants first reported a position in CB in Q1 2016 and held it in 10 quarters. The position peaked at $303K in Q2 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

Integrated Investment Consultants reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
Integrated Investment Consultants sold 823 Chubb shares in Q4 2025, an estimated $232K.
Integrated Investment Consultants first reported a position in Chubb in Q1 2016 and held it in 10 quarters.
Integrated Investment Consultants's Chubb position peaked at $303K in Q2 2025.
2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.