Kathleen S. Wright Associates’s Chubb CB Stock Holding History

Kathleen S. Wright Associates’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 Q3	$119K	Hold	420	–	–	0.04%	123
2025 Q2	$122K	Hold	420	–	–	0.05%	117
2025 Q1	$127K	Hold	420	–	–	0.05%	117
2024 Q4	$116K	Hold	420	–	–	0.05%	120
2024 Q3	$121K	Hold	420	–	–	0.05%	121
2024 Q2	$107K	Hold	420	–	–	0.05%	122
2024 Q1	$109K	Hold	420	–	–	0.05%	119
2023 Q4	$94.9K	Hold	420	–	–	0.05%	108
2023 Q3	$87.4K	Hold	420	–	–	0.05%	108
2023 Q2	$80.9K	Hold	420	–	–	0.05%	97
2023 Q1	$81.6K	Hold	420	–	–	0.05%	95
2022 Q4	$93K	Hold	420	–	–	0.06%	101
2022 Q3	$76K	Hold	420	–	–	0.06%	100
2022 Q2	$83K	Hold	420	–	–	0.07%	94
2022 Q1	$90K	Hold	420	–	–	0.07%	95
2021 Q4	$81K	Buy	+420	New	+$78.9K	0.06%	93

Other funds holding CB

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

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Kathleen S. Wright Associates's CB Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Chubb (CB) position steady in Q3 2025 at 420 shares worth $119K. The position accounts for 0.04% of the portfolio, ranked #123.

Kathleen S. Wright Associates first reported a position in CB in Q4 2021 and has held it in 16 quarters since. The position peaked at $127K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Kathleen S. Wright Associates held 420 shares of Chubb worth $119K as of Q3 2025.
Kathleen S. Wright Associates left its Chubb share count unchanged in Q3 2025.
Chubb made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #123 holding.
Kathleen S. Wright Associates first reported a position in Chubb in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Chubb position peaked at $127K in Q1 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.