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Rise Advisors’s Chubb CB Stock Holding History

Rise 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
Q4 		– Sell
-489
Closed -$138K – 314
2025
Q3 		$138K Sell
489
-295
-38% -$81.2K 0.05% 127
2025
Q2 		$227K Sell
784
-57
-7% -$16.4K 0.09% 88
2025
Q1 		$254K Buy
841
+37
+5% +$10.3K 0.11% 76
2024
Q4 		$222K Buy
804
+3
+0.4% +$852 0.11% 81
2024
Q3 		$231K Sell
801
-42
-5% -$11.5K 0.11% 81
2024
Q2 		$215K Buy
843
+3
+0.4% +$770 0.11% 88
2024
Q1 		$218K Buy
840
+193
+30% +$47.5K 0.12% 85
2023
Q4 		$146K Buy
647
+296
+84% +$64.7K 0.1% 82
2023
Q3 		$73K Buy
351
+2
+0.6% +$404 0.06% 108
2023
Q2 		$67.3K Sell
349
-30
-8% -$5.88K 0.05% 128
2023
Q1 		$73.6K Buy
379
+1
+0.3% +$210 0.06% 126
2022
Q4 		$83.3K Buy
378
+2
+0.5% +$416 0.07% 117
2022
Q3 		$68K Buy
376
+345
+1,113% +$65.5K 0.06% 124
2022
Q2 		$6K Hold
31
– – 0.01% 413
2022
Q1 		$7K Hold
31
– – 0.01% 369
2021
Q4 		$5.91K Buy
+31
New +$5.82K 0.01% 385

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

Rise Advisors's CB Position: Q4 2025 in Review

Rise Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 489 shares — an estimated $138K sold.

Rise Advisors first reported a position in CB in Q4 2021 and held it in 16 quarters. The position peaked at $254K in Q1 2025. 2,052 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Rise Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 489 Chubb shares in Q4 2025, an estimated $138K.
  • Rise Advisors first reported a position in Chubb in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Chubb position peaked at $254K in Q1 2025.
  • 2,052 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.