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Marcum Wealth’s Chubb CB Stock Holding History

Marcum Wealth’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 		$1.16M Buy
3,841
+91
+2% +$25.3K 0.1% 102
2024
Q4 		$1.04M Buy
3,750
+29
+0.8% +$8.23K 0.09% 109
2024
Q3 		$1.07M Sell
3,721
-52
-1% -$14.3K 0.1% 101
2024
Q2 		$962K Buy
3,773
+36
+1% +$9.24K 0.1% 110
2024
Q1 		$968K Buy
3,737
+47
+1% +$11.6K 0.1% 105
2023
Q4 		$834K Sell
3,690
-28
-0.8% -$6.12K 0.09% 117
2023
Q3 		$774K Sell
3,718
-131
-3% -$26.5K 0.09% 113
2023
Q2 		$741K Buy
3,849
+155
+4% +$30.4K 0.09% 122
2023
Q1 		$717K Sell
3,694
-69
-2% -$14.5K 0.09% 132
2022
Q4 		$830K Sell
3,763
-186
-5% -$38.7K 0.11% 108
2022
Q3 		$718K Buy
3,949
+234
+6% +$44.4K 0.11% 116
2022
Q2 		$730K Buy
3,715
+27
+0.7% +$5.56K 0.11% 116
2022
Q1 		$789K Sell
3,688
-296
-7% -$60.2K 0.11% 120
2021
Q4 		$770K Buy
3,984
+2,112
+113% +$397K 0.11% 125
2021
Q3 		$325K Sell
1,872
-61
-3% -$10.7K 0.05% 225
2021
Q2 		$307K Sell
1,933
-1,612
-45% -$267K 0.05% 218
2021
Q1 		$560K Buy
+3,545
New +$571K 0.09% 137

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marcum Wealth's CB Position: Q1 2025 in Review

Marcum Wealth increased its Chubb (CB) stake by 2.4% in Q1 2025, buying an estimated $25.3K and bringing the position to 3,841 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #102.

Marcum Wealth first reported a position in CB in Q1 2021 and has held it in 17 quarters since. 1,917 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Marcum Wealth held 3,841 shares of Chubb worth $1.16M as of Q1 2025.
  • Marcum Wealth bought 91 Chubb shares in Q1 2025, an estimated $25.3K.
  • Chubb made up 0.1% of Marcum Wealth's portfolio in Q1 2025, its #102 holding.
  • Marcum Wealth first reported a position in Chubb in Q1 2021 and has held it in 17 quarters since.
  • 1,917 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.