Iron Horse Wealth Management’s Chubb CB Stock Holding History

Iron Horse Wealth Management’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	$18K	Hold	62	–	–	0.01%	225
2025 Q1	$18.7K	Buy	62 +3	+5%	+$834	0.01%	207
2024 Q4	$16.3K	Hold	59	–	–	0.01%	204
2024 Q3	$17K	Buy	59 +42	+247%	+$11.5K	0.01%	197
2024 Q2	$4.34K	Hold	17	–	–	﹤0.01%	287
2024 Q1	$4.41K	Hold	17	–	–	﹤0.01%	268
2023 Q4	$3.84K	Hold	17	–	–	﹤0.01%	293
2023 Q3	$3.54K	Buy	17 +8	+89%	+$1.62K	﹤0.01%	296
2023 Q2	$1.73K	Hold	9	–	–	﹤0.01%	248
2023 Q1	$1.75K	Buy	+9	New	+$1.89K	﹤0.01%	281

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Iron Horse Wealth Management's CB Position: Q2 2025 in Review

Iron Horse Wealth Management held its Chubb (CB) position steady in Q2 2025 at 62 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #225.

Iron Horse Wealth Management first reported a position in CB in Q1 2023 and has held it in 10 quarters since. The position peaked at $18.7K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

Iron Horse Wealth Management held 62 shares of Chubb worth $18K as of Q2 2025.
Iron Horse Wealth Management left its Chubb share count unchanged in Q2 2025.
Chubb made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #225 holding.
Iron Horse Wealth Management first reported a position in Chubb in Q1 2023 and has held it in 10 quarters since.
Iron Horse Wealth Management's Chubb position peaked at $18.7K in Q1 2025.
1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.