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SageView Advisory Group’s Chubb CB Stock Holding History

SageView Advisory Group’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 		$801K Buy
2,565
+268
+12% +$78.4K 0.03% 280
2025
Q3 		$648K Buy
2,297
+53
+2% +$14.6K 0.02% 333
2025
Q2 		$597K Buy
+2,244
New +$646K 0.02% 334
2024
Q3 		– Sell
-1,488
Closed -$380K – 516
2024
Q2 		$380K Buy
+1,488
New +$382K 0.02% 386
2024
Q1 		– Sell
-1,870
Closed -$455K – 544
2023
Q4 		$455K Buy
+1,870
New +$409K 0.02% 410
2023
Q3 		– Sell
-1,957
Closed -$377K – 526
2023
Q2 		$377K Buy
1,957
+67
+4% +$13.1K 0.02% 401
2023
Q1 		$367K Buy
+1,890
New +$397K 0.02% 356

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
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
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
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

SageView Advisory Group's CB Position: Q4 2025 in Review

SageView Advisory Group increased its Chubb (CB) stake by 12% in Q4 2025, buying an estimated $78.4K and bringing the position to 2,565 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #280.

SageView Advisory Group first reported a position in CB in Q1 2023 and has held it in 7 quarters since. 2,046 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • SageView Advisory Group held 2,565 shares of Chubb worth $801K as of Q4 2025.
  • SageView Advisory Group bought 268 Chubb shares in Q4 2025, an estimated $78.4K.
  • Chubb made up 0.03% of SageView Advisory Group's portfolio in Q4 2025, its #280 holding.
  • SageView Advisory Group first reported a position in Chubb in Q1 2023 and has held it in 7 quarters since.
  • 2,046 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.