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Waterway Wealth Management’s Chubb CB Stock Holding History

Waterway 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
Q3 		– Sell
-2,655
Closed -$769K – 83
2025
Q2 		$769K Buy
2,655
+1,805
+212% +$519K 0.23% 47
2025
Q1 		$257K Buy
+850
New +$236K 0.11% 70

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Waterway Wealth Management's CB Position: Q3 2025 in Review

Waterway Wealth Management sold out of Chubb (CB) in Q3 2025, closing a stake of 2,655 shares — an estimated $769K sold.

Waterway Wealth Management first reported a position in CB in Q1 2025 and held it in 2 quarters. The position peaked at $769K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Waterway Wealth Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 2,655 Chubb shares in Q3 2025, an estimated $769K.
  • Waterway Wealth Management first reported a position in Chubb in Q1 2025 and held it in 2 quarters.
  • Waterway Wealth Management's Chubb position peaked at $769K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Waterway Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.