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Stephens Consulting’s Chubb CB Stock Holding History

Stephens Consulting’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 		– Sell
-20
Closed -$5.79K – 525
2025
Q2 		$5.79K Buy
20
+10
+100% +$2.88K ﹤0.01% 380
2025
Q1 		$3.02K Sell
10
-6
-38% -$1.67K ﹤0.01% 411
2024
Q4 		$4.42K Hold
16
– – ﹤0.01% 418
2024
Q3 		$4.62K Sell
16
-9
-36% -$2.47K ﹤0.01% 405
2024
Q2 		$6.38K Buy
+25
New +$6.42K ﹤0.01% 383

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

Stephens Consulting's CB Position: Q3 2025 in Review

Stephens Consulting sold out of Chubb (CB) in Q3 2025, closing a stake of 20 shares — an estimated $5.79K sold.

Stephens Consulting first reported a position in CB in Q2 2024 and held it in 5 quarters. The position peaked at $6.38K in Q2 2024. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Stephens Consulting reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Chubb shares in Q3 2025, an estimated $5.79K.
  • Stephens Consulting first reported a position in Chubb in Q2 2024 and held it in 5 quarters.
  • Stephens Consulting's Chubb position peaked at $6.38K in Q2 2024.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.