OIA
CB icon

Optimum Investment Advisors’s Chubb CB Stock Holding History

Optimum Investment Advisors’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 		$867K Hold
3,070
– – 0.34% 60
2025
Q2 		$889K Hold
3,070
– – 0.39% 59
2025
Q1 		$927K Sell
3,070
-7
-0.2% -$1.95K 0.44% 53
2024
Q4 		$850K Hold
3,077
– – 0.38% 60
2024
Q3 		$887K Hold
3,077
– – 0.38% 54
2024
Q2 		$785K Hold
3,077
– – 0.35% 63
2024
Q1 		$797K Hold
3,077
– – 0.37% 68
2023
Q4 		$695K Sell
3,077
-300
-9% -$65.6K 0.35% 68
2023
Q3 		$703K Buy
3,377
+250
+8% +$50.5K 0.36% 66
2023
Q2 		$602K Buy
3,127
+455
+17% +$89.1K 0.29% 82
2023
Q1 		$519K Sell
2,672
-150
-5% -$31.5K 0.27% 91
2022
Q4 		$623K Sell
2,822
-25
-0.9% -$5.2K 0.34% 74
2022
Q3 		$518K Buy
2,847
+7
+0.2% +$1.33K 0.28% 83
2022
Q2 		$558K Hold
2,840
– – 0.28% 81
2022
Q1 		$607K Sell
2,840
-150
-5% -$30.5K 0.26% 87
2021
Q4 		$578K Hold
2,990
– – 0.23% 98
2021
Q3 		$519K Sell
2,990
-3,810
-56% -$668K 0.22% 107
2021
Q2 		$1.08M Sell
6,800
-3,720
-35% -$617K 0.34% 60
2021
Q1 		$1.66M Buy
10,520
+150
+1% +$24.2K 0.49% 47
2020
Q4 		$1.6M Hold
10,370
– – 0.48% 47
2020
Q3 		$1.2M Hold
10,370
– – 0.4% 56
2020
Q2 		$1.31M Sell
10,370
-220
-2% -$25.5K 0.46% 51
2020
Q1 		$1.18M Buy
10,590
+100
+1% +$14.3K 0.49% 46
2019
Q4 		$1.63M Sell
10,490
-400
-4% -$61.2K 0.48% 46
2019
Q3 		$1.76M Sell
10,890
-585
-5% -$90.5K 0.55% 38
2019
Q2 		$1.69M Sell
11,475
-136
-1% -$19.6K 0.55% 40
2019
Q1 		$1.63M Hold
11,611
– – 0.53% 38
2018
Q4 		$1.5M Sell
11,611
-150
-1% -$19.4K 0.52% 41
2018
Q3 		$1.57M Hold
11,761
– – 0.43% 50
2018
Q2 		$1.49M Sell
11,761
-50
-0.4% -$6.64K 0.43% 55
2018
Q1 		$1.61M Hold
11,811
– – 0.47% 46
2017
Q4 		$1.73M Hold
11,811
– – 0.55% 44
2017
Q3 		$1.68M Sell
11,811
-100
-0.8% -$14.5K 0.56% 43
2017
Q2 		$1.73M Sell
11,911
-150
-1% -$21.1K 0.6% 44
2017
Q1 		$1.64M Sell
12,061
-50
-0.4% -$6.72K 0.58% 43
2016
Q4 		$1.6M Hold
12,111
– – 0.6% 44
2016
Q3 		$1.52M Buy
12,111
+275
+2% +$34.9K 0.57% 47
2016
Q2 		$1.55M Hold
11,836
– – 0.6% 43
2016
Q1 		$1.41M Buy
+11,836
New +$1.36M 0.55% 47
2015
Q4 		– Sell
-11,150
Closed -$1.15M – 278
2015
Q3 		$1.15M Buy
+11,150
New +$1.17M 0.47% 62
2015
Q1 		$1.26M Sell
11,300
-100
-0.9% -$11.2K 0.4% 62
2014
Q4 		$1.31M Buy
11,400
+80
+0.7% +$8.86K 0.42% 58
2014
Q3 		$1.19M Hold
11,320
– – 0.39% 63
2014
Q2 		$1.17M Sell
11,320
-300
-3% -$30.7K 0.38% 67
2014
Q1 		$1.15M Sell
11,620
-500
-4% -$48.5K 0.43% 59
2013
Q4 		$1.25M Sell
12,120
-65
-0.5% -$6.38K 0.47% 57
2013
Q3 		$1.14M Buy
+12,185
New +$1.11M 0.47% 62

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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimum Investment Advisors's CB Position: Q3 2025 in Review

Optimum Investment Advisors held its Chubb (CB) position steady in Q3 2025 at 3,070 shares worth $867K. The position accounts for 0.34% of the portfolio, ranked #60.

Optimum Investment Advisors first reported a position in CB in Q3 2013 and has held it in 47 quarters since. The position peaked at $1.76M in Q3 2019. 1,920 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Optimum Investment Advisors held 3,070 shares of Chubb worth $867K as of Q3 2025.
  • Optimum Investment Advisors left its Chubb share count unchanged in Q3 2025.
  • Chubb made up 0.34% of Optimum Investment Advisors's portfolio in Q3 2025, its #60 holding.
  • Optimum Investment Advisors first reported a position in Chubb in Q3 2013 and has held it in 47 quarters since.
  • Optimum Investment Advisors's Chubb position peaked at $1.76M in Q3 2019.
  • 1,920 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.