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Semmax Financial Advisors’s Chubb CB Stock Holding History

Semmax Financial 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 		$3.81K Hold
14
– – ﹤0.01% 308
2025
Q1 		$4.06K Buy
+14
New +$3.89K ﹤0.01% 290
2024
Q3 		– Sell
-65
Closed -$17.4K – 381
2024
Q2 		$17.4K Buy
+65
New +$16.7K 0.01% 204

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

Semmax Financial Advisors's CB Position: Q2 2025 in Review

Semmax Financial Advisors held its Chubb (CB) position steady in Q2 2025 at 14 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Semmax Financial Advisors first reported a position in CB in Q2 2024 and has held it in 3 quarters since. The position peaked at $17.4K in Q2 2024. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Semmax Financial Advisors held 14 shares of Chubb worth $3.81K as of Q2 2025.
  • Semmax Financial Advisors left its Chubb share count unchanged in Q2 2025.
  • Chubb made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #308 holding.
  • Semmax Financial Advisors first reported a position in Chubb in Q2 2024 and has held it in 3 quarters since.
  • Semmax Financial Advisors's Chubb position peaked at $17.4K in Q2 2024.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.