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TFG Advisers’s Chubb CB Stock Holding History

TFG Advisers’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 		$2.34M Buy
8,067
+136
+2% +$39.1K 0.8% 30
2025
Q1 		$2.4M Buy
7,931
+373
+5% +$104K 0.87% 30
2024
Q4 		$2.09M Buy
7,558
+354
+5% +$101K 0.75% 35
2024
Q3 		$2.08M Buy
7,204
+161
+2% +$44.1K 0.75% 36
2024
Q2 		$1.8M Buy
7,043
+105
+2% +$27K 0.7% 39
2024
Q1 		$1.8M Buy
6,938
+124
+2% +$30.5K 0.7% 37
2023
Q4 		$1.54M Buy
6,814
+151
+2% +$33K 0.65% 44
2023
Q3 		$1.39M Buy
6,663
+543
+9% +$110K 0.65% 43
2023
Q2 		$1.18M Buy
6,120
+706
+13% +$138K 0.54% 55
2023
Q1 		$1.05M Buy
5,414
+382
+8% +$80.3K 0.51% 58
2022
Q4 		$1.11M Buy
5,032
+442
+10% +$92K 0.57% 54
2022
Q3 		$835K Buy
4,590
+164
+4% +$31.1K 0.47% 59
2022
Q2 		$870K Buy
4,426
+98
+2% +$20.2K 0.46% 64
2022
Q1 		$926K Buy
4,328
+36
+0.8% +$7.32K 0.42% 69
2021
Q4 		$830K Buy
4,292
+18
+0.4% +$3.38K 0.36% 76
2021
Q3 		$741K Buy
4,274
+8
+0.2% +$1.4K 0.36% 77
2021
Q2 		$678K Buy
4,266
+11
+0.3% +$1.82K 0.33% 87
2021
Q1 		$672K Sell
4,255
-77
-2% -$12.4K 0.35% 82
2020
Q4 		$666K Sell
4,332
-280
-6% -$39.2K 0.35% 83
2020
Q3 		$535K Sell
4,612
-181
-4% -$22.7K 0.31% 91
2020
Q2 		$606K Buy
4,793
+182
+4% +$21.1K 0.39% 75
2020
Q1 		$515K Buy
4,611
+128
+3% +$18.4K 0.41% 73
2019
Q4 		$697K Buy
4,483
+86
+2% +$13.2K 0.39% 73
2019
Q3 		$709K Buy
4,397
+19
+0.4% +$2.94K 0.47% 72
2019
Q2 		$644K Buy
4,378
+183
+4% +$26.4K 0.44% 76
2019
Q1 		$587K Sell
4,195
-12
-0.3% -$1.6K 0.42% 78
2018
Q4 		$543K Buy
+4,207
New +$544K 0.46% 73

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

TFG Advisers's CB Position: Q2 2025 in Review

TFG Advisers increased its Chubb (CB) stake by 1.7% in Q2 2025, buying an estimated $39.1K and bringing the position to 8,067 shares worth $2.34M. The position accounts for 0.8% of the portfolio, ranked #30.

TFG Advisers first reported a position in CB in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.4M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • TFG Advisers held 8,067 shares of Chubb worth $2.34M as of Q2 2025.
  • TFG Advisers bought 136 Chubb shares in Q2 2025, an estimated $39.1K.
  • Chubb made up 0.8% of TFG Advisers's portfolio in Q2 2025, its #30 holding.
  • TFG Advisers first reported a position in Chubb in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's Chubb position peaked at $2.4M in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.