North Capital’s Chubb CB Stock Holding History

North Capital’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	-68	Closed	-$19.2K	–	180
2025 Q3	$19.2K	Sell	68 -35	-34%	-$9.63K	0.01%	315
2025 Q2	$29.8K	Buy	103 +16	+18%	+$4.6K	0.03%	266
2025 Q1	$26.3K	Buy	+87	New	+$24.2K	0.02%	270

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

North Capital's CB Position: Q4 2025 in Review

North Capital sold out of Chubb (CB) in Q4 2025, closing a stake of 68 shares — an estimated $19.2K sold.

North Capital first reported a position in CB in Q1 2025 and held it in 3 quarters. The position peaked at $29.8K in Q2 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

North Capital reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
North Capital sold 68 Chubb shares in Q4 2025, an estimated $19.2K.
North Capital first reported a position in Chubb in Q1 2025 and held it in 3 quarters.
North Capital's Chubb position peaked at $29.8K in Q2 2025.
2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.