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Principia Wealth Advisory’s Chubb CB Stock Holding History

Principia Wealth Advisory’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 		$7.18K Buy
23
+3
+15% +$877 ﹤0.01% 229
2025
Q3 		$5.64K Buy
20
+1
+5% +$275 ﹤0.01% 257
2025
Q2 		$5.5K Buy
19
+5
+36% +$1.44K ﹤0.01% 224
2025
Q1 		$3.98K Buy
14
+3
+27% +$834 ﹤0.01% 210
2024
Q4 		$3.04K Buy
+11
New +$3.12K ﹤0.01% 192

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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Principia Wealth Advisory's CB Position: Q4 2025 in Review

Principia Wealth Advisory increased its Chubb (CB) stake by 15% in Q4 2025, buying an estimated $877 and bringing the position to 23 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Principia Wealth Advisory first reported a position in CB in Q4 2024 and has held it in 5 quarters since. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Principia Wealth Advisory held 23 shares of Chubb worth $7.18K as of Q4 2025.
  • Principia Wealth Advisory bought 3 Chubb shares in Q4 2025, an estimated $877.
  • Chubb made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #229 holding.
  • Principia Wealth Advisory first reported a position in Chubb in Q4 2024 and has held it in 5 quarters since.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.