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Wambolt & Associates’s Chubb CB Stock Holding History

Wambolt & Associates’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 		$520K Buy
1,794
+20
+1% +$5.75K 0.17% 112
2025
Q1 		$535K Buy
1,774
+189
+12% +$52.5K 0.18% 110
2024
Q4 		$438K Buy
+1,585
New +$450K 0.14% 127
2024
Q2 		– Sell
-849
Closed -$219K – 206
2024
Q1 		$219K Sell
849
-452
-35% -$111K 0.07% 210
2023
Q4 		$294K Sell
1,301
-503
-28% -$110K 0.1% 202
2023
Q3 		$372K Sell
1,804
-56
-3% -$11.3K 0.14% 184
2023
Q2 		$358K Buy
1,860
+231
+14% +$45.3K 0.13% 187
2023
Q1 		$320K Hold
1,629
– – 0.11% 205
2022
Q4 		$359K Buy
1,629
+15
+0.9% +$3.12K 0.14% 181
2022
Q3 		$294K Hold
1,614
– – 0.12% 190
2022
Q2 		$317K Sell
1,614
-62
-4% -$12.8K 0.13% 183
2022
Q1 		$363K Buy
1,676
+54
+3% +$11K 0.13% 178
2021
Q4 		$314K Sell
1,622
-60
-4% -$11.3K 0.11% 200
2021
Q3 		$295K Sell
1,682
-44
-3% -$7.71K 0.12% 191
2021
Q2 		$279K Sell
1,726
-215
-11% -$35.6K 0.12% 200
2021
Q1 		$309K Hold
1,941
– – 0.16% 177
2020
Q4 		$299K Sell
1,941
-177
-8% -$24.8K 0.18% 164
2020
Q3 		$246K Sell
2,118
-97
-4% -$12.2K 0.18% 165
2020
Q2 		$280K Hold
2,215
– – 0.22% 150
2020
Q1 		$247K Buy
2,215
+39
+2% +$5.59K 0.26% 134
2019
Q4 		$339K Buy
2,176
+123
+6% +$18.8K 0.26% 124
2019
Q3 		$331K Buy
2,053
+30
+1% +$4.64K 0.27% 118
2019
Q2 		$298K Buy
2,023
+47
+2% +$6.79K 0.25% 124
2019
Q1 		$270K Sell
1,976
-56
-3% -$7.45K 0.25% 124
2018
Q4 		$262K Buy
+2,032
New +$263K 0.29% 114

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

Wambolt & Associates's CB Position: Q2 2025 in Review

Wambolt & Associates increased its Chubb (CB) stake by 1.1% in Q2 2025, buying an estimated $5.75K and bringing the position to 1,794 shares worth $520K. The position accounts for 0.17% of the portfolio, ranked #112.

Wambolt & Associates first reported a position in CB in Q4 2018 and has held it in 25 quarters since. The position peaked at $535K in Q1 2025. 1,952 funds tracked by Wall St. Rank hold CB as of Q2 2025.

  • Wambolt & Associates held 1,794 shares of Chubb worth $520K as of Q2 2025.
  • Wambolt & Associates bought 20 Chubb shares in Q2 2025, an estimated $5.75K.
  • Chubb made up 0.17% of Wambolt & Associates's portfolio in Q2 2025, its #112 holding.
  • Wambolt & Associates first reported a position in Chubb in Q4 2018 and has held it in 25 quarters since.
  • Wambolt & Associates's Chubb position peaked at $535K in Q1 2025.
  • 1,952 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.