Kiker Wealth Management’s Chubb CB Stock Holding History

Kiker 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 Q3	–	Sell	-12	Closed	-$3.48K	–	295
2025 Q2	$3.48K	Hold	12	–	–	﹤0.01%	455
2025 Q1	$3.62K	Buy	+12	New	+$3.33K	﹤0.01%	496

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

Kiker Wealth Management's CB Position: Q3 2025 in Review

Kiker Wealth Management sold out of Chubb (CB) in Q3 2025, closing a stake of 12 shares — an estimated $3.48K sold.

Kiker Wealth Management first reported a position in CB in Q1 2025 and held it in 2 quarters. The position peaked at $3.62K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Kiker Wealth Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Kiker Wealth Management sold 12 Chubb shares in Q3 2025, an estimated $3.48K.
Kiker Wealth Management first reported a position in Chubb in Q1 2025 and held it in 2 quarters.
Kiker Wealth Management's Chubb position peaked at $3.62K in Q1 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.