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Pinion Investment Advisors’s Chubb CB Stock Holding History

Pinion 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 		– Sell
-1,807
Closed -$524K – 170
2025
Q2 		$524K Buy
+1,807
New +$520K 0.18% 94
2020
Q2 		– Sell
-2,526
Closed -$282K – 113
2020
Q1 		$282K Buy
2,526
+455
+22% +$65.2K 0.61% 76
2019
Q4 		$322K Buy
2,071
+191
+10% +$29.2K 0.6% 82
2019
Q3 		$304K Buy
1,880
+380
+25% +$58.8K 0.62% 86
2019
Q2 		$221K Sell
1,500
-935
-38% -$135K 0.47% 103
2019
Q1 		$341K Buy
2,435
+120
+5% +$16K 0.6% 86
2018
Q4 		$299K Buy
2,315
+525
+29% +$67.8K 0.63% 85
2018
Q3 		$239K Buy
1,790
+135
+8% +$18.3K 0.46% 110
2018
Q2 		$210K Buy
+1,655
New +$220K 0.41% 116

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

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

Pinion Investment Advisors sold out of Chubb (CB) in Q3 2025, closing a stake of 1,807 shares — an estimated $524K sold.

Pinion Investment Advisors first reported a position in CB in Q2 2018 and held it in 9 quarters. The position peaked at $524K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Pinion Investment Advisors reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,807 Chubb shares in Q3 2025, an estimated $524K.
  • Pinion Investment Advisors first reported a position in Chubb in Q2 2018 and held it in 9 quarters.
  • Pinion Investment Advisors's Chubb position peaked at $524K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Pinion Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.