Spectrum Wealth Counsel’s Chubb CB Stock Holding History

Spectrum Wealth Counsel’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	$1.51K	Hold	5	–	–	﹤0.01%	301
2024 Q4	$1.38K	Hold	5	–	–	﹤0.01%	311
2024 Q3	$1.44K	Buy	+5	New	+$1.37K	﹤0.01%	335

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

Spectrum Wealth Counsel's CB Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Chubb (CB) position steady in Q1 2025 at 5 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Spectrum Wealth Counsel first reported a position in CB in Q3 2024 and has held it in 3 quarters since. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Spectrum Wealth Counsel held 5 shares of Chubb worth $1.51K as of Q1 2025.
Spectrum Wealth Counsel left its Chubb share count unchanged in Q1 2025.
Chubb made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #301 holding.
Spectrum Wealth Counsel first reported a position in Chubb in Q3 2024 and has held it in 3 quarters since.
1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.