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Stonegate Investment Group’s Chubb CB Stock Holding History

Stonegate Investment Group’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 		$5.43M Sell
19,247
-511
-3% -$141K 0.13% 76
2025
Q2 		$5.72M Sell
19,758
-89
-0.4% -$25.6K 0.14% 69
2025
Q1 		$5.99M Sell
19,847
-384
-2% -$107K 0.16% 62
2024
Q4 		$5.59M Sell
20,231
-1,537
-7% -$436K 0.15% 64
2024
Q3 		$6.28M Sell
21,768
-215
-1% -$58.9K 0.17% 62
2024
Q2 		$5.61M Sell
21,983
-407
-2% -$105K 0.16% 62
2024
Q1 		$5.8M Sell
22,390
-677
-3% -$166K 0.18% 66
2023
Q4 		$5.21M Sell
23,067
-426
-2% -$93.2K 0.17% 62
2023
Q3 		$4.89M Sell
23,493
-6,387
-21% -$1.29M 0.18% 63
2023
Q2 		$5.75M Sell
29,880
-1,294
-4% -$254K 0.2% 61
2023
Q1 		$6.05M Sell
31,174
-1,407
-4% -$296K 0.23% 60
2022
Q4 		$7.19M Sell
32,581
-1,589
-5% -$331K 0.31% 50
2022
Q3 		$6.21M Sell
34,170
-972
-3% -$185K 0.29% 60
2022
Q2 		$6.91M Buy
35,142
+117
+0.3% +$24.1K 0.3% 58
2022
Q1 		$7.49M Sell
35,025
-612
-2% -$124K 0.25% 55
2021
Q4 		$6.89M Buy
+35,637
New +$6.69M 0.29% 59

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

Stonegate Investment Group's CB Position: Q3 2025 in Review

Stonegate Investment Group reduced its Chubb (CB) stake by 2.6% in Q3 2025, selling an estimated $141K and leaving 19,247 shares worth $5.43M. The position accounts for 0.13% of the portfolio, ranked #76.

Stonegate Investment Group first reported a position in CB in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.49M in Q1 2022. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Stonegate Investment Group held 19,247 shares of Chubb worth $5.43M as of Q3 2025.
  • Stonegate Investment Group sold 511 Chubb shares in Q3 2025, an estimated $141K.
  • Chubb made up 0.13% of Stonegate Investment Group's portfolio in Q3 2025, its #76 holding.
  • Stonegate Investment Group first reported a position in Chubb in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Chubb position peaked at $7.49M in Q1 2022.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.