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Stratos Wealth Advisors’s Chubb CB Stock Holding History

Stratos Wealth 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
Q3 		– Sell
-806
Closed -$234K – 682
2025
Q2 		$234K Sell
806
-7
-0.9% -$2.01K 0.01% 595
2025
Q1 		$246K Sell
813
-21
-3% -$5.83K 0.01% 584
2024
Q4 		$230K Sell
834
-40
-5% -$11.4K 0.01% 642
2024
Q3 		$252K Buy
+874
New +$240K 0.01% 648
2024
Q2 		– Sell
-4,703
Closed -$1.22M – 710
2024
Q1 		$1.22M Sell
4,703
-89
-2% -$21.9K 0.07% 293
2023
Q4 		$1.08M Buy
4,792
+25
+0.5% +$5.47K 0.06% 311
2023
Q3 		$992K Buy
4,767
+99
+2% +$20K 0.07% 303
2023
Q2 		$899K Sell
4,668
-288
-6% -$56.4K 0.06% 327
2023
Q1 		$963K Sell
4,956
-92
-2% -$19.3K 0.07% 297
2022
Q4 		$1.11M Buy
5,048
+11
+0.2% +$2.29K 0.09% 269
2022
Q3 		$916K Sell
5,037
-1,439
-22% -$273K 0.1% 256
2022
Q2 		$1.27M Buy
6,476
+52
+0.8% +$10.7K 0.12% 223
2022
Q1 		$1.37M Buy
6,424
+105
+2% +$21.3K 0.11% 218
2021
Q4 		$1.22M Buy
6,319
+32
+0.5% +$6.01K 0.09% 255
2021
Q3 		$1.09M Buy
6,287
+3,676
+141% +$644K 0.09% 238
2021
Q2 		$415K Buy
+2,611
New +$433K 0.04% 386

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

Stratos Wealth Advisors's CB Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of Chubb (CB) in Q3 2025, closing a stake of 806 shares — an estimated $234K sold.

Stratos Wealth Advisors first reported a position in CB in Q2 2021 and held it in 16 quarters. The position peaked at $1.37M in Q1 2022. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Stratos Wealth Advisors reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 806 Chubb shares in Q3 2025, an estimated $234K.
  • Stratos Wealth Advisors first reported a position in Chubb in Q2 2021 and held it in 16 quarters.
  • Stratos Wealth Advisors's Chubb position peaked at $1.37M in Q1 2022.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.