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 $263B AUM 16.68% 1-Year Est. Return
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