TAGStone Capital’s Chubb CB Stock Holding History

TAGStone Capital’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 Q1	–	Sell	-980	Closed	-$272K	–	98
2024 Q4	$272K	Buy	980 +5	+0.5%	+$1.42K	0.13%	76
2024 Q3	$282K	Buy	975 +6	+0.6%	+$1.65K	0.14%	75
2024 Q2	$248K	Buy	+969	New	+$249K	0.14%	78

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TAGStone Capital's CB Position: Q1 2025 in Review

TAGStone Capital sold out of Chubb (CB) in Q1 2025, closing a stake of 980 shares — an estimated $272K sold.

TAGStone Capital first reported a position in CB in Q2 2024 and held it in 3 quarters. The position peaked at $282K in Q3 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

TAGStone Capital reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
TAGStone Capital sold 980 Chubb shares in Q1 2025, an estimated $272K.
TAGStone Capital first reported a position in Chubb in Q2 2024 and held it in 3 quarters.
TAGStone Capital's Chubb position peaked at $282K in Q3 2024.
1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on TAGStone Capital's 13F filing for Q1 2025, filed 5 May 2025.