Transform Wealth’s Chubb CB Stock Holding History

Transform 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 Q1	$12.4M	Buy	40,844 +295	+0.7%	+$82K	0.75%	41
2024 Q4	$11.2M	Buy	40,549 +4,513	+13%	+$1.28M	0.62%	46
2024 Q3	$10.4M	Buy	36,036 +594	+2%	+$163K	0.69%	39
2024 Q2	$9.07M	Buy	35,442 +637	+2%	+$164K	0.68%	42
2024 Q1	$9.05M	Buy	34,805 +1,427	+4%	+$351K	0.86%	41
2023 Q4	$7.57M	Buy	33,378 +7,835	+31%	+$1.71M	0.74%	45
2023 Q3	$5.34M	Sell	25,543 -10,108	-28%	-$2.04M	0.56%	63
2023 Q2	$6.9M	Buy	35,651 +44	+0.1%	+$8.62K	0.62%	54
2023 Q1	$6.94M	Buy	35,607 +52	+0.1%	+$10.9K	0.65%	54
2022 Q4	$7.87M	Buy	35,555 +1,078	+3%	+$224K	0.88%	37
2022 Q3	$6.3M	Buy	34,477 +1,580	+5%	+$300K	0.82%	43
2022 Q2	$6.49M	Buy	32,897 +1,033	+3%	+$213K	0.97%	40
2022 Q1	$6.82M	Buy	+31,864	New	+$6.48M	0.76%	45

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

Transform Wealth's CB Position: Q1 2025 in Review

Transform Wealth increased its Chubb (CB) stake by 0.73% in Q1 2025, buying an estimated $82K and bringing the position to 40,844 shares worth $12.4M. The position accounts for 0.75% of the portfolio, ranked #41.

Transform Wealth first reported a position in CB in Q1 2022 and has held it in 13 quarters since. 1,917 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Transform Wealth held 40,844 shares of Chubb worth $12.4M as of Q1 2025.
Transform Wealth bought 295 Chubb shares in Q1 2025, an estimated $82K.
Chubb made up 0.75% of Transform Wealth's portfolio in Q1 2025, its #41 holding.
Transform Wealth first reported a position in Chubb in Q1 2022 and has held it in 13 quarters since.
1,917 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.