PWM
CB icon

PBMares Wealth Management’s Chubb CB Stock Holding History

PBMares Wealth 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 		$230K Sell
815
-18
-2% -$4.95K 0.04% 180
2025
Q2 		$241K Buy
833
+95
+13% +$27.3K 0.04% 167
2025
Q1 		$223K Hold
738
– – 0.04% 179
2024
Q4 		$204K Hold
738
– – 0.04% 186
2024
Q3 		$213K Buy
+738
New +$202K 0.04% 184

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

PBMares Wealth Management's CB Position: Q3 2025 in Review

PBMares Wealth Management reduced its Chubb (CB) stake by 2.2% in Q3 2025, selling an estimated $4.95K and leaving 815 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #180.

PBMares Wealth Management first reported a position in CB in Q3 2024 and has held it in 5 quarters since. The position peaked at $241K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • PBMares Wealth Management held 815 shares of Chubb worth $230K as of Q3 2025.
  • PBMares Wealth Management sold 18 Chubb shares in Q3 2025, an estimated $4.95K.
  • Chubb made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #180 holding.
  • PBMares Wealth Management first reported a position in Chubb in Q3 2024 and has held it in 5 quarters since.
  • PBMares Wealth Management's Chubb position peaked at $241K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.