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Tyler-Stone Wealth Management’s Chubb CB Stock Holding History

Tyler-Stone Wealth Management’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 		$1.06M Buy
3,662
+4
+0.1% +$1.15K 0.17% 112
2025
Q1 		$1.1M Sell
3,658
-2,276
-38% -$632K 0.2% 98
2024
Q4 		$1.64M Buy
5,934
+210
+4% +$59.6K 0.29% 66
2024
Q3 		$1.65M Buy
5,724
+2,862
+100% +$785K 0.31% 67
2024
Q2 		$730K Hold
2,862
– – 0.3% 64
2024
Q1 		$742K Buy
2,862
+75
+3% +$18.4K 0.33% 63
2023
Q4 		$630K Buy
2,787
+47
+2% +$10.3K 0.32% 67
2023
Q3 		$570K Buy
2,740
+100
+4% +$20.2K 0.33% 63
2023
Q2 		$508K Buy
+2,640
New +$517K 0.29% 73
2022
Q4 		$582K Hold
2,640
– – 0.4% 60
2022
Q3 		$480K Hold
2,640
– – 0.37% 61
2022
Q2 		$519K Hold
2,640
– – 0.35% 65
2022
Q1 		$565K Buy
2,640
+15
+0.6% +$3.05K 0.31% 70
2021
Q4 		$507K Buy
+2,625
New +$493K 0.27% 83

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

Tyler-Stone Wealth Management's CB Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Chubb (CB) stake by 0.11% in Q2 2025, buying an estimated $1.15K and bringing the position to 3,662 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #112.

Tyler-Stone Wealth Management first reported a position in CB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.65M in Q3 2024. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,662 shares of Chubb worth $1.06M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 4 Chubb shares in Q2 2025, an estimated $1.15K.
  • Chubb made up 0.17% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #112 holding.
  • Tyler-Stone Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Chubb position peaked at $1.65M in Q3 2024.
  • 1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.