LWM Advisory Services’s Chubb CB Stock Holding History

LWM Advisory Services’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	–	Sell	-752	Closed	-$212K	–	89
2025 Q3	$212K	Hold	752	–	–	0.12%	92
2025 Q2	$218K	Hold	752	–	–	0.15%	88
2025 Q1	$227K	Sell	752 -8	-1%	-$2.22K	0.16%	90
2024 Q4	$210K	Hold	760	–	–	0.15%	91
2024 Q3	$219K	Buy	+760	New	+$208K	0.16%	88
2022 Q4	–	Sell	-1,227	Closed	-$223K	–	88
2022 Q3	$223K	Buy	+1,227	New	+$233K	0.25%	109

Other funds holding CB

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LWM Advisory Services's CB Position: Q4 2025 in Review

LWM Advisory Services sold out of Chubb (CB) in Q4 2025, closing a stake of 752 shares — an estimated $212K sold.

LWM Advisory Services first reported a position in CB in Q3 2022 and held it in 6 quarters. The position peaked at $227K in Q1 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

LWM Advisory Services reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 752 Chubb shares in Q4 2025, an estimated $212K.
LWM Advisory Services first reported a position in Chubb in Q3 2022 and held it in 6 quarters.
LWM Advisory Services's Chubb position peaked at $227K in Q1 2025.
2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.