Silver Oak Securities’s Chubb CB Stock Holding History

Silver Oak Securities’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	–	Sell	-616	Closed	-$170K	–	663
2024 Q4	$170K	Buy	+616	New	+$175K	0.02%	600

Other funds holding CB

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Silver Oak Securities's CB Position: Q1 2025 in Review

Silver Oak Securities sold out of Chubb (CB) in Q1 2025, closing a stake of 616 shares — an estimated $170K sold.

Silver Oak Securities first reported a position in CB in Q4 2024 and held it in 1 quarter. The position peaked at $170K in Q4 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Silver Oak Securities reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
Silver Oak Securities sold 616 Chubb shares in Q1 2025, an estimated $170K.
Silver Oak Securities first reported a position in Chubb in Q4 2024 and held it in 1 quarter.
Silver Oak Securities's Chubb position peaked at $170K in Q4 2024.
1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Silver Oak Securities's 13F filing for Q1 2025, filed 21 Apr 2025.