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J.W. Coons Advisors’s Chubb CB Stock Holding History

J.W. Coons 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
Q2 		$1.96M Hold
6,758
– – 0.44% 60
2025
Q1 		$2.04M Buy
6,758
+100
+2% +$27.8K 0.54% 49
2024
Q4 		$1.84M Hold
6,658
– – 0.47% 54
2024
Q3 		$1.92M Hold
6,658
– – 0.48% 55
2024
Q2 		$1.7M Hold
6,658
– – 0.41% 58
2024
Q1 		$1.73M Hold
6,658
– – 0.39% 59
2023
Q4 		$1.5M Hold
6,658
– – 0.41% 60
2023
Q3 		$1.39M Sell
6,658
-1,042
-14% -$211K 0.4% 60
2023
Q2 		$1.48M Hold
7,700
– – 0.41% 58
2023
Q1 		$1.5M Hold
7,700
– – 0.43% 57
2022
Q4 		$1.7M Buy
7,700
+1,684
+28% +$350K 0.51% 51
2022
Q3 		$1.09M Buy
6,016
+1,042
+21% +$198K 0.41% 70
2022
Q2 		$977K Hold
4,974
– – 0.35% 75
2022
Q1 		$1.06M Buy
4,974
+1,103
+28% +$224K 0.32% 80
2021
Q4 		$746K Hold
3,871
– – 0.23% 111
2021
Q3 		$669K Hold
3,871
– – 0.23% 111
2021
Q2 		$616K Hold
3,871
– – 0.22% 120
2021
Q1 		$612K Sell
3,871
-50
-1% -$8.06K 0.22% 121
2020
Q4 		$602K Sell
3,921
-50
-1% -$7.01K 0.23% 109
2020
Q3 		$463K Sell
3,971
-280
-7% -$35.2K 0.19% 124
2020
Q2 		$540K Sell
4,251
-304
-7% -$35.2K 0.24% 109
2020
Q1 		$508K Buy
+4,555
New +$653K 0.27% 102

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

J.W. Coons Advisors's CB Position: Q2 2025 in Review

J.W. Coons Advisors held its Chubb (CB) position steady in Q2 2025 at 6,758 shares worth $1.96M. The position accounts for 0.44% of the portfolio, ranked #60.

J.W. Coons Advisors first reported a position in CB in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.04M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • J.W. Coons Advisors held 6,758 shares of Chubb worth $1.96M as of Q2 2025.
  • J.W. Coons Advisors left its Chubb share count unchanged in Q2 2025.
  • Chubb made up 0.44% of J.W. Coons Advisors's portfolio in Q2 2025, its #60 holding.
  • J.W. Coons Advisors first reported a position in Chubb in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's Chubb position peaked at $2.04M in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.