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SPC Financial Inc’s Chubb CB Stock Holding History

SPC Financial Inc’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 		$4.06M Sell
14,379
-54
-0.4% -$14.9K 0.32% 66
2025
Q2 		$4.18M Sell
14,433
-226
-2% -$65K 0.35% 59
2025
Q1 		$4.43M Sell
14,659
-249
-2% -$69.2K 0.39% 55
2024
Q4 		$4.12M Buy
14,908
+44
+0.3% +$12.5K 0.36% 56
2024
Q3 		$4.29M Sell
14,864
-1,448
-9% -$397K 0.38% 54
2024
Q2 		$4.16M Buy
16,312
+156
+1% +$40.1K 0.39% 53
2024
Q1 		$4.19M Buy
16,156
+163
+1% +$40.1K 0.39% 50
2023
Q4 		$3.61M Buy
15,993
+1,024
+7% +$224K 0.37% 48
2023
Q3 		$3.12M Sell
14,969
-132
-0.9% -$26.7K 0.35% 47
2023
Q2 		$2.91M Sell
15,101
-516
-3% -$101K 0.31% 47
2023
Q1 		$3.03M Buy
15,617
+171
+1% +$35.9K 0.35% 42
2022
Q4 		$3.41M Buy
15,446
+69
+0.4% +$14.4K 0.4% 43
2022
Q3 		$2.8M Sell
15,377
-92
-0.6% -$17.5K 0.35% 43
2022
Q2 		$3.04M Buy
15,469
+520
+3% +$107K 0.38% 40
2022
Q1 		$3.2M Buy
+14,949
New +$3.04M 0.37% 40

Other funds holding CB

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

SPC Financial Inc's CB Position: Q3 2025 in Review

SPC Financial Inc reduced its Chubb (CB) stake by 0.37% in Q3 2025, selling an estimated $14.9K and leaving 14,379 shares worth $4.06M. The position accounts for 0.32% of the portfolio, ranked #66.

SPC Financial Inc first reported a position in CB in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.43M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • SPC Financial Inc held 14,379 shares of Chubb worth $4.06M as of Q3 2025.
  • SPC Financial Inc sold 54 Chubb shares in Q3 2025, an estimated $14.9K.
  • Chubb made up 0.32% of SPC Financial Inc's portfolio in Q3 2025, its #66 holding.
  • SPC Financial Inc first reported a position in Chubb in Q1 2022 and has held it in 15 quarters since.
  • SPC Financial Inc's Chubb position peaked at $4.43M in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.