Sierra Ocean’s Chubb CB Stock Holding History

Sierra Ocean’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	–	Sell	-126	Closed	-$36.6K	–	192
2025 Q2	$36.6K	Buy	126 +24	+24%	+$6.91K	0.03%	232
2025 Q1	$30.9K	Sell	102 -2	-2%	-$556	0.02%	231
2024 Q4	$28.8K	Buy	+104	New	+$29.5K	0.02%	242

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sierra Ocean's CB Position: Q3 2025 in Review

Sierra Ocean sold out of Chubb (CB) in Q3 2025, closing a stake of 126 shares — an estimated $36.6K sold.

Sierra Ocean first reported a position in CB in Q4 2024 and held it in 3 quarters. The position peaked at $36.6K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

Sierra Ocean reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 126 Chubb shares in Q3 2025, an estimated $36.6K.
Sierra Ocean first reported a position in Chubb in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Chubb position peaked at $36.6K in Q2 2025.
1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.