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SRN Advisors’s Chubb CB Stock Holding History

SRN 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 		$994K Buy
3,430
+74
+2% +$21.3K 0.91% 40
2025
Q1 		$1.01M Sell
3,356
-80
-2% -$22.2K 1.14% 21
2024
Q4 		$949K Sell
3,436
-57
-2% -$16.2K 0.84% 55
2024
Q3 		$1.01M Sell
3,493
-140
-4% -$38.4K 0.89% 53
2024
Q2 		$927K Hold
3,633
– – 0.77% 61
2024
Q1 		$941K Buy
3,633
+176
+5% +$43.3K 0.73% 75
2023
Q4 		$781K Buy
+3,457
New +$756K 0.7% 84

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

SRN Advisors's CB Position: Q2 2025 in Review

SRN Advisors increased its Chubb (CB) stake by 2.2% in Q2 2025, buying an estimated $21.3K and bringing the position to 3,430 shares worth $994K. The position accounts for 0.91% of the portfolio, ranked #40.

SRN Advisors first reported a position in CB in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • SRN Advisors held 3,430 shares of Chubb worth $994K as of Q2 2025.
  • SRN Advisors bought 74 Chubb shares in Q2 2025, an estimated $21.3K.
  • Chubb made up 0.91% of SRN Advisors's portfolio in Q2 2025, its #40 holding.
  • SRN Advisors first reported a position in Chubb in Q4 2023 and has held it in 7 quarters since.
  • SRN Advisors's Chubb position peaked at $1.01M in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.