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Pathway Financial Advisers’s Chubb CB Stock Holding History

Pathway Financial Advisers’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
-101
Closed -$28.3K – 189
2025
Q3 		$28.3K Buy
+101
New +$27.8K 0.01% 277
2025
Q1 		– Sell
-100
Closed -$27.5K – 193
2024
Q4 		$27.5K Sell
100
-28,477
-100% -$8.09M 0.01% 278
2024
Q3 		$99 Buy
28,577
+28,478
+28,766% +$7.81M ﹤0.01% 406
2024
Q2 		$25.2K Buy
99
+1
+1% +$257 0.01% 273
2024
Q1 		$25.5K Hold
98
– – 0.01% 279
2023
Q4 		$22.2K Hold
98
– – 0.01% 286
2023
Q3 		$20.3K Buy
+98
New +$19.8K 0.01% 290
2023
Q1 		$18.8K Buy
97
+1
+1% +$210 0.01% 314
2022
Q4 		$21.3K Buy
+96
New +$20K 0.01% 322

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Pathway Financial Advisers's CB Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Chubb (CB) in Q4 2025, closing a stake of 101 shares — an estimated $28.3K sold.

Pathway Financial Advisers first reported a position in CB in Q4 2022 and held it in 9 quarters. The position peaked at $28.3K in Q3 2025. 2,046 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 101 Chubb shares in Q4 2025, an estimated $28.3K.
  • Pathway Financial Advisers first reported a position in Chubb in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Chubb position peaked at $28.3K in Q3 2025.
  • 2,046 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.