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Shorepoint Capital Partners’s Chubb CB Stock Holding History

Shorepoint Capital Partners’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
Q3 		$1.27M Buy
+4,514
New +$1.24M 0.25% 74
2025
Q1 		$1.4M Sell
4,625
-365
-7% -$101K 0.32% 73
2024
Q4 		$1.38M Sell
4,990
-166
-3% -$47.1K 0.32% 72
2024
Q3 		$1.49M Sell
5,156
-508
-9% -$139K 0.34% 72
2024
Q2 		$1.44M Sell
5,664
-299
-5% -$76.8K 0.34% 74
2024
Q1 		$1.55M Sell
5,963
-270
-4% -$66.4K 0.38% 72
2023
Q4 		$1.41M Sell
6,233
-237
-4% -$51.8K 0.38% 72
2023
Q3 		$1.35M Sell
6,470
-245
-4% -$49.5K 0.4% 71
2023
Q2 		$1.29M Sell
6,715
-209
-3% -$40.9K 0.36% 73
2023
Q1 		$1.34M Sell
6,924
-446
-6% -$93.7K 0.38% 71
2022
Q4 		$1.63M Sell
7,370
-251
-3% -$52.2K 0.45% 69
2022
Q3 		$1.39M Buy
7,621
+7
+0.1% +$1.33K 0.66% 51
2022
Q2 		$1.5M Sell
7,614
-196
-3% -$40.4K 0.63% 55
2022
Q1 		$1.67M Buy
7,810
+16
+0.2% +$3.25K 0.7% 48
2021
Q4 		$1.51M Sell
7,794
-211
-3% -$39.6K 0.61% 53
2021
Q3 		$1.39M Buy
+8,005
New +$1.4M 0.62% 51
2021
Q1 		$1.27M Sell
8,035
-841
-9% -$136K 0.68% 50
2020
Q4 		$1.37M Buy
8,876
+1,911
+27% +$268K 0.76% 50
2020
Q3 		$809K Buy
6,965
+499
+8% +$62.7K 0.5% 54
2020
Q2 		$819K Buy
+6,466
New +$749K 0.53% 53

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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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Shorepoint Capital Partners's CB Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Chubb (CB) in Q3 2025: 4,514 shares worth $1.27M. The stake represents 0.25% of the portfolio and ranks #74 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in CB as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in CB in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.67M in Q1 2022. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Shorepoint Capital Partners held 4,514 shares of Chubb worth $1.27M as of Q3 2025.
  • Chubb was a new Shorepoint Capital Partners position in Q3 2025.
  • Chubb made up 0.25% of Shorepoint Capital Partners's portfolio in Q3 2025, its #74 holding.
  • Shorepoint Capital Partners first reported a position in Chubb in Q2 2020 and has held it in 20 quarters since.
  • Shorepoint Capital Partners's Chubb position peaked at $1.67M in Q1 2022.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.