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Talon Private Wealth’s Chubb CB Stock Holding History

Talon Private Wealth’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
Q2 		$3.48K Buy
+12
New +$3.45K ﹤0.01% 275
2025
Q1 		– Sell
-6
Closed -$1.66K – 197
2024
Q4 		$1.66K Hold
6
– – ﹤0.01% 267
2024
Q3 		$1.73K Buy
+6
New +$1.65K ﹤0.01% 266

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Talon Private Wealth's CB Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Chubb (CB) in Q2 2025: 12 shares worth $3.48K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in CB as recently as Q4 2024.

Talon Private Wealth first reported a position in CB in Q3 2024 and has held it in 3 quarters since. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Talon Private Wealth held 12 shares of Chubb worth $3.48K as of Q2 2025.
  • Chubb was a new Talon Private Wealth position in Q2 2025.
  • Chubb made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #275 holding.
  • Talon Private Wealth first reported a position in Chubb in Q3 2024 and has held it in 3 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.