WE
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Wealth Effects’s Chubb CB Stock Holding History

Wealth Effects’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
-1,205
Closed -$349K – 218
2025
Q2 		$349K Sell
1,205
-25
-2% -$7.19K 0.13% 128
2025
Q1 		$371K Sell
1,230
-41
-3% -$11.4K 0.16% 119
2024
Q4 		$351K Sell
1,271
-99
-7% -$28.1K 0.12% 141
2024
Q3 		$395K Buy
1,370
+40
+3% +$11K 0.14% 130
2024
Q2 		$339K Buy
1,330
+25
+2% +$6.42K 0.12% 135
2024
Q1 		$338K Sell
1,305
-40
-3% -$9.84K 0.12% 139
2023
Q4 		$304K Sell
1,345
-122
-8% -$26.7K 0.11% 153
2023
Q3 		$305K Buy
1,467
+38
+3% +$7.68K 0.15% 133
2023
Q2 		$275K Buy
1,429
+1
+0.1% +$196 0.12% 144
2023
Q1 		$277K Hold
1,428
– – 0.14% 143
2022
Q4 		$315K Sell
1,428
-182
-11% -$37.9K 0.18% 128
2022
Q3 		$293K Sell
1,610
-49
-3% -$9.3K 0.18% 119
2022
Q2 		$326K Sell
1,659
-45
-3% -$9.27K 0.2% 113
2022
Q1 		$365K Buy
1,704
+155
+10% +$31.5K 0.17% 119
2021
Q4 		$299K Buy
+1,549
New +$291K 0.12% 148

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealth Effects's CB Position: Q3 2025 in Review

Wealth Effects sold out of Chubb (CB) in Q3 2025, closing a stake of 1,205 shares — an estimated $349K sold.

Wealth Effects first reported a position in CB in Q4 2021 and held it in 15 quarters. The position peaked at $395K in Q3 2024. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Wealth Effects reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Wealth Effects sold 1,205 Chubb shares in Q3 2025, an estimated $349K.
  • Wealth Effects first reported a position in Chubb in Q4 2021 and held it in 15 quarters.
  • Wealth Effects's Chubb position peaked at $395K in Q3 2024.
  • 1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Wealth Effects's 13F filing for Q3 2025, filed 28 Oct 2025.