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Simon Quick Advisors’s Chubb CB Stock Holding History

Simon Quick 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 		– Sell
-2,243
Closed -$677K – 401
2025
Q1 		$677K Buy
2,243
+502
+29% +$139K 0.04% 236
2024
Q4 		$481K Buy
1,741
+174
+11% +$49.4K 0.03% 254
2024
Q3 		$452K Buy
1,567
+134
+9% +$36.7K 0.03% 254
2024
Q2 		$366K Sell
1,433
-1,218
-46% -$313K 0.03% 259
2024
Q1 		$687K Buy
2,651
+1,747
+193% +$430K 0.05% 157
2023
Q4 		$204K Buy
+904
New +$198K 0.02% 310
2020
Q4 		– Sell
-350
Closed -$41K – 445
2020
Q3 		$41K Buy
350
+25
+8% +$3.14K 0.01% 213
2020
Q2 		$41K Buy
325
+300
+1,200% +$34.8K 0.02% 214
2020
Q1 		$3K Sell
25
-145
-85% -$20.8K ﹤0.01% 380
2019
Q4 		$26K Buy
170
+149
+710% +$22.8K 0.01% 303
2019
Q3 		$3K Sell
21
-50
-70% -$7.74K ﹤0.01% 331
2019
Q2 		$10.5K Sell
71
-254
-78% -$36.7K 0.01% 226
2019
Q1 		$46K Hold
325
– – 0.02% 210
2018
Q4 		$42K Buy
+325
New +$42K 0.02% 200
2018
Q3 		– Sell
-413
Closed -$52K – 312
2018
Q2 		$52K Sell
413
-453
-52% -$60.2K 0.02% 177
2018
Q1 		$118K Buy
866
+188
+28% +$27.2K 0.05% 123
2017
Q4 		$106K Buy
678
+203
+43% +$30.3K 0.05% 147
2017
Q3 		$68K Buy
+475
New +$68.7K 0.02% 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

Simon Quick Advisors's CB Position: Q2 2025 in Review

Simon Quick Advisors sold out of Chubb (CB) in Q2 2025, closing a stake of 2,243 shares — an estimated $677K sold.

Simon Quick Advisors first reported a position in CB in Q3 2017 and held it in 18 quarters. The position peaked at $687K in Q1 2024. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Simon Quick Advisors reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 2,243 Chubb shares in Q2 2025, an estimated $677K.
  • Simon Quick Advisors first reported a position in Chubb in Q3 2017 and held it in 18 quarters.
  • Simon Quick Advisors's Chubb position peaked at $687K in Q1 2024.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.