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Stoneridge Investment Partners’s Chubb CB Stock Holding History

Stoneridge Investment Partners’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
Q4 		– Sell
-14,537
Closed -$4.1M – 133
2025
Q3 		$4.1M Buy
+14,537
New +$4M 2.81% 6
2025
Q1 		– Sell
-27,680
Closed -$7.65M – 119
2024
Q4 		$7.65M Buy
+27,680
New +$7.86M 2.73% 8
2024
Q3 		– Sell
-9,374
Closed -$2.39M – 125
2024
Q2 		$2.39M Buy
9,374
+5,515
+143% +$1.42M 0.9% 34
2024
Q1 		$1M Sell
3,859
-24,937
-87% -$6.13M 0.38% 67
2023
Q4 		$6.51M Buy
28,796
+12,532
+77% +$2.74M 2.74% 5
2023
Q3 		$3.39M Sell
16,264
-807
-5% -$163K 1.6% 16
2023
Q2 		$3.29M Buy
17,071
+6,029
+55% +$1.18M 1.43% 22
2023
Q1 		$2.14M Buy
11,042
+5,412
+96% +$1.14M 1.14% 28
2022
Q4 		$1.24M Sell
5,630
-9,916
-64% -$2.06M 0.68% 43
2022
Q3 		$2.83M Buy
+15,546
New +$2.95M 1.66% 20
2016
Q1 		– Sell
-25,290
Closed -$2.96M – 293
2015
Q4 		$2.96M Sell
25,290
-440
-2% -$49.8K 0.4% 81
2015
Q3 		$2.66M Buy
25,730
+100
+0.4% +$10.5K 0.37% 79
2015
Q2 		$2.61M Buy
25,630
+50
+0.2% +$5.38K 0.32% 91
2015
Q1 		$2.85M Buy
25,580
+3,305
+15% +$372K 0.33% 102
2014
Q4 		$2.56M Sell
22,275
-400
-2% -$44.3K 0.34% 103
2014
Q3 		$2.38M Buy
22,675
+80
+0.4% +$8.34K 0.35% 95
2014
Q2 		$2.34M Sell
22,595
-415
-2% -$42.5K 0.35% 97
2014
Q1 		$2.28M Buy
+23,010
New +$2.23M 0.44% 69

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
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
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
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

Stoneridge Investment Partners's CB Position: Q4 2025 in Review

Stoneridge Investment Partners sold out of Chubb (CB) in Q4 2025, closing a stake of 14,537 shares — an estimated $4.1M sold.

Stoneridge Investment Partners first reported a position in CB in Q1 2014 and held it in 18 quarters. The position peaked at $7.65M in Q4 2024. 2,046 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Stoneridge Investment Partners reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 14,537 Chubb shares in Q4 2025, an estimated $4.1M.
  • Stoneridge Investment Partners first reported a position in Chubb in Q1 2014 and held it in 18 quarters.
  • Stoneridge Investment Partners's Chubb position peaked at $7.65M in Q4 2024.
  • 2,046 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Stoneridge Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.