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WealthTrak Capital Management’s Chubb CB Stock Holding History

WealthTrak Capital 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
-79
Closed -$22.9K – 205
2025
Q2 		$22.9K Buy
79
+14
+22% +$4.03K 0.02% 135
2025
Q1 		$19.6K Buy
65
+1
+2% +$278 0.02% 139
2024
Q4 		$17.7K Buy
+64
New +$18.2K 0.02% 139

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

WealthTrak Capital Management's CB Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Chubb (CB) in Q3 2025, closing a stake of 79 shares — an estimated $22.9K sold.

WealthTrak Capital Management first reported a position in CB in Q4 2024 and held it in 3 quarters. The position peaked at $22.9K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 79 Chubb shares in Q3 2025, an estimated $22.9K.
  • WealthTrak Capital Management first reported a position in Chubb in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Chubb position peaked at $22.9K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.