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Scott Marsh Financial’s Chubb CB Stock Holding History

Scott Marsh Financial’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 		$225K Buy
+778
New +$224K 0.08% 231

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
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
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

Scott Marsh Financial's CB Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Chubb (CB) in Q2 2025: 778 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #231 among its holdings.

1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Scott Marsh Financial held 778 shares of Chubb worth $225K as of Q2 2025.
  • Chubb was a new Scott Marsh Financial position in Q2 2025.
  • Chubb made up 0.08% of Scott Marsh Financial's portfolio in Q2 2025, its #231 holding.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.