Morton Capital Management’s Chubb CB Stock Holding History

Morton Capital 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 Q3	–	Sell	-809	Closed	-$235K	–	135
2025 Q2	$235K	Buy	+809	New	+$233K	0.04%	106

Other funds holding CB

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morton Capital Management's CB Position: Q3 2025 in Review

Morton Capital Management sold out of Chubb (CB) in Q3 2025, closing a stake of 809 shares — an estimated $235K sold.

Morton Capital Management first reported a position in CB in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Morton Capital Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Morton Capital Management sold 809 Chubb shares in Q3 2025, an estimated $235K.
Morton Capital Management first reported a position in Chubb in Q2 2025 and held it in 1 quarter.
Morton Capital Management's Chubb position peaked at $235K in Q2 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Morton Capital Management's 13F filing for Q3 2025, filed 24 Oct 2025.