Leo Wealth LLC’s Chubb CB Stock Holding History

Leo Wealth LLC’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 Q1	–	Sell	-915	Closed	-$253K	–	289
2024 Q4	$253K	Buy	915 +9	+1%	+$2.56K	0.02%	310
2024 Q3	$261K	Sell	906 -152	-14%	-$41.7K	0.02%	298
2024 Q2	$270K	Buy	+1,058	New	+$272K	0.03%	284

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Leo Wealth LLC's CB Position: Q1 2025 in Review

Leo Wealth LLC sold out of Chubb (CB) in Q1 2025, closing a stake of 915 shares — an estimated $253K sold.

Leo Wealth LLC first reported a position in CB in Q2 2024 and held it in 3 quarters. The position peaked at $270K in Q2 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Leo Wealth LLC reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
Leo Wealth LLC sold 915 Chubb shares in Q1 2025, an estimated $253K.
Leo Wealth LLC first reported a position in Chubb in Q2 2024 and held it in 3 quarters.
Leo Wealth LLC's Chubb position peaked at $270K in Q2 2024.
1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Leo Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.