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Wealthedge Investment Advisors’s Chubb CB Stock Holding History

Wealthedge Investment Advisors’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
Q4 		– Sell
-773
Closed -$218K – 135
2025
Q3 		$218K Buy
+773
New +$213K 0.08% 120

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wealthedge Investment Advisors's CB Position: Q4 2025 in Review

Wealthedge Investment Advisors sold out of Chubb (CB) in Q4 2025, closing a stake of 773 shares — an estimated $218K sold.

Wealthedge Investment Advisors first reported a position in CB in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Wealthedge Investment Advisors reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 773 Chubb shares in Q4 2025, an estimated $218K.
  • Wealthedge Investment Advisors first reported a position in Chubb in Q3 2025 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Chubb position peaked at $218K in Q3 2025.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.