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Long Run Wealth Advisors’s Chubb CB Stock Holding History

Long Run Wealth 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
Q4 		$4.3M Sell
13,791
-60
-0.4% -$17.5K 0.81% 33
2025
Q3 		$3.91M Buy
13,851
+1,038
+8% +$286K 0.77% 35
2025
Q2 		$3.71M Buy
12,813
+522
+4% +$150K 0.78% 40
2025
Q1 		$3.71M Buy
+12,291
New +$3.42M 0.84% 33

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
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

Long Run Wealth Advisors's CB Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its Chubb (CB) stake by 0.43% in Q4 2025, selling an estimated $17.5K and leaving 13,791 shares worth $4.3M. The position accounts for 0.81% of the portfolio, ranked #33.

Long Run Wealth Advisors first reported a position in CB in Q1 2025 and has held it in 4 quarters since. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Long Run Wealth Advisors held 13,791 shares of Chubb worth $4.3M as of Q4 2025.
  • Long Run Wealth Advisors sold 60 Chubb shares in Q4 2025, an estimated $17.5K.
  • Chubb made up 0.81% of Long Run Wealth Advisors's portfolio in Q4 2025, its #33 holding.
  • Long Run Wealth Advisors first reported a position in Chubb in Q1 2025 and has held it in 4 quarters since.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.