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Schechter Investment Advisors’s Chubb CB Stock Holding History

Schechter 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
Q1 		$1.83M Sell
6,046
-1,629
-21% -$453K 0.15% 127
2024
Q4 		$2.12M Sell
7,675
-994
-11% -$282K 0.16% 121
2024
Q3 		$2.5M Sell
8,669
-786
-8% -$215K 0.18% 99
2024
Q2 		$2.41M Sell
9,455
-54
-0.6% -$13.9K 0.18% 98
2024
Q1 		$2.46M Sell
9,509
-497
-5% -$122K 0.18% 102
2023
Q4 		$2.26M Buy
10,006
+1,502
+18% +$328K 0.2% 96
2023
Q3 		$1.77M Sell
8,504
-3,076
-27% -$622K 0.17% 119
2023
Q2 		$2.23M Buy
11,580
+377
+3% +$73.9K 0.2% 97
2023
Q1 		$2.18M Sell
11,203
-413
-4% -$86.8K 0.2% 95
2022
Q4 		$2.56M Buy
11,616
+90
+0.8% +$18.7K 0.23% 82
2022
Q3 		$2.1M Sell
11,526
-2,060
-15% -$391K 0.21% 88
2022
Q2 		$2.67M Sell
13,586
-1,503
-10% -$310K 0.26% 54
2022
Q1 		$3.23M Sell
15,089
-710
-4% -$144K 0.3% 54
2021
Q4 		$3.05M Buy
+15,799
New +$2.97M 0.28% 63

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's CB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Chubb (CB) stake by 21% in Q1 2025, selling an estimated $453K and leaving 6,046 shares worth $1.83M. The position accounts for 0.15% of the portfolio, ranked #127.

Schechter Investment Advisors first reported a position in CB in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.23M in Q1 2022. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Schechter Investment Advisors held 6,046 shares of Chubb worth $1.83M as of Q1 2025.
  • Schechter Investment Advisors sold 1,629 Chubb shares in Q1 2025, an estimated $453K.
  • Chubb made up 0.15% of Schechter Investment Advisors's portfolio in Q1 2025, its #127 holding.
  • Schechter Investment Advisors first reported a position in Chubb in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Chubb position peaked at $3.23M in Q1 2022.
  • 1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.