PSI Advisors’s Chubb CB Stock Holding History

PSI 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 Q2	–	Sell	-5	Closed	-$1.51K	–	186
2025 Q1	$1.51K	Hold	5	–	–	﹤0.01%	621
2024 Q4	$1.38K	Hold	5	–	–	﹤0.01%	763
2024 Q3	$1.44K	Hold	5	–	–	﹤0.01%	765
2024 Q2	$1.27K	Hold	5	–	–	﹤0.01%	749
2024 Q1	$1.3K	Hold	5	–	–	﹤0.01%	689
2023 Q4	$1.13K	Hold	5	–	–	﹤0.01%	757
2023 Q3	$1.04K	Hold	5	–	–	﹤0.01%	732
2023 Q2	$963	Hold	5	–	–	﹤0.01%	728
2023 Q1	$971	Hold	5	–	–	﹤0.01%	675
2022 Q4	$1.1K	Hold	5	–	–	﹤0.01%	655
2022 Q3	$1K	Buy	+5	New	+$949	﹤0.01%	669
2022 Q2	–	Sell	-5	Closed	-$1K	–	774
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	653
2021 Q4	$1K	Buy	+5	New	+$939	﹤0.01%	697
2020 Q1	–	Sell	-11	Closed	-$1K	–	176
2019 Q4	$1K	Buy	+11	New	+$1.68K	﹤0.01%	635

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 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