TFB Advisors’s Chubb CB Stock Holding History

TFB 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	-912	Closed	-$264K	–	313
2025 Q2	$264K	Buy	+912	New	+$262K	0.07%	279
2023 Q1	–	Sell	-1,650	Closed	-$364K	–	135
2022 Q4	$364K	Buy	+1,650	New	+$343K	0.3%	68

Other funds holding CB

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TFB Advisors's CB Position: Q3 2025 in Review

TFB Advisors sold out of Chubb (CB) in Q3 2025, closing a stake of 912 shares — an estimated $264K sold.

TFB Advisors first reported a position in CB in Q4 2022 and held it in 2 quarters. The position peaked at $364K in Q4 2022. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

TFB Advisors reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
TFB Advisors sold 912 Chubb shares in Q3 2025, an estimated $264K.
TFB Advisors first reported a position in Chubb in Q4 2022 and held it in 2 quarters.
TFB Advisors's Chubb position peaked at $364K in Q4 2022.
1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.