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Morningstar Investment Management’s Chubb CB Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-21,356
Closed -$6.03M – 347
2025
Q3 		$6.03M Buy
+21,356
New +$5.88M 0.22% 116

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morningstar Investment Management's CB Position: Q4 2025 in Review

Morningstar Investment Management sold out of Chubb (CB) in Q4 2025, closing a stake of 21,356 shares — an estimated $6.03M sold.

Morningstar Investment Management first reported a position in CB in Q3 2025 and held it in 1 quarter. The position peaked at $6.03M in Q3 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Morningstar Investment Management reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 21,356 Chubb shares in Q4 2025, an estimated $6.03M.
  • Morningstar Investment Management first reported a position in Chubb in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Chubb position peaked at $6.03M in Q3 2025.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.