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PFG Private Wealth Management’s Chubb CB Stock Holding History

PFG Private 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
Q2 		– Sell
-100
Closed -$30.2K – 85
2025
Q1 		$30.2K Buy
100
+47
+89% +$13.1K 0.02% 106
2024
Q4 		$14.6K Hold
53
– – 0.01% 123
2024
Q3 		$15.3K Hold
53
– – 0.01% 126
2024
Q2 		$13.5K Hold
53
– – 0.01% 128
2024
Q1 		$13.7K Hold
53
– – 0.01% 122
2023
Q4 		$12K Buy
+53
New +$11.6K 0.01% 121

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

PFG Private Wealth Management's CB Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Chubb (CB) in Q2 2025, closing a stake of 100 shares — an estimated $30.2K sold.

PFG Private Wealth Management first reported a position in CB in Q4 2023 and held it in 6 quarters. The position peaked at $30.2K in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 100 Chubb shares in Q2 2025, an estimated $30.2K.
  • PFG Private Wealth Management first reported a position in Chubb in Q4 2023 and held it in 6 quarters.
  • PFG Private Wealth Management's Chubb position peaked at $30.2K in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.