West Oak Capital’s Chubb CB Stock Holding History

West Oak Capital’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	$490K	Hold	1,735	–	–	0.19%	77
2025 Q2	$503K	Hold	1,735	–	–	0.2%	78
2025 Q1	$524K	Hold	1,735	–	–	0.2%	78
2024 Q4	$479K	Hold	1,735	–	–	0.17%	80
2024 Q3	$500K	Hold	1,735	–	–	0.09%	79
2024 Q2	$443K	Hold	1,735	–	–	0.18%	79
2024 Q1	$450K	Hold	1,735	–	–	0.19%	81
2023 Q4	$395K	Hold	1,735	–	–	0.18%	86
2023 Q3	$361K	Sell	1,735 -50	-3%	-$10.1K	0.18%	87
2023 Q2	$344K	Hold	1,785	–	–	0.17%	94
2023 Q1	$347K	Hold	1,785	–	–	0.18%	91
2022 Q4	$394K	Hold	1,785	–	–	0.21%	86
2022 Q3	$325K	Hold	1,785	–	–	0.18%	92
2022 Q2	$351K	Hold	1,785	–	–	0.18%	96
2022 Q1	$382K	Hold	1,785	–	–	0.17%	97
2021 Q4	$345K	Sell	1,785 -175	-9%	-$32.9K	0.13%	106
2021 Q3	$340K	Sell	1,960 -150	-7%	-$26.3K	0.13%	104
2021 Q2	$335K	Hold	2,110	–	–	0.13%	107
2021 Q1	$333K	Hold	2,110	–	–	0.14%	100
2020 Q4	$325K	Hold	2,110	–	–	0.15%	97
2020 Q3	$245K	Hold	2,110	–	–	0.13%	98
2020 Q2	$267K	Hold	2,110	–	–	0.15%	94
2020 Q1	$236K	Hold	2,110	–	–	0.16%	91
2019 Q4	$328K	Sell	2,110 -375	-15%	-$57.4K	0.18%	89
2019 Q3	$401K	Hold	2,485	–	–	0.24%	80
2019 Q2	$366K	Hold	2,485	–	–	0.22%	84
2019 Q1	$348K	Sell	2,485 -25	-1%	-$3.33K	0.22%	88
2018 Q4	$324K	Sell	2,510 -100	-4%	-$12.9K	0.23%	91
2018 Q3	$349K	Hold	2,610	–	–	0.2%	93
2018 Q2	$332K	Sell	2,610 -25	-0.9%	-$3.32K	0.2%	93
2018 Q1	$360K	Sell	2,635 -590	-18%	-$85.4K	0.21%	93
2017 Q4	$471K	Hold	3,225	–	–	0.29%	85
2017 Q3	$460K	Sell	3,225 -125	-4%	-$18.1K	0.27%	89
2017 Q2	$487K	Sell	3,350 -75	-2%	-$10.6K	0.3%	85
2017 Q1	$467K	Hold	3,425	–	–	0.29%	82
2016 Q4	$453K	Sell	3,425 -775	-18%	-$98.8K	0.3%	83
2016 Q3	$528K	Sell	4,200 -25	-0.6%	-$3.17K	0.36%	76
2016 Q2	$552K	Sell	4,225 -425	-9%	-$52.4K	0.4%	71
2016 Q1	$554K	Hold	4,650	–	–	0.43%	70
2015 Q4	$543K	Sell	4,650 -50	-1%	-$5.66K	0.42%	68
2015 Q3	$486K	Sell	4,700 -50	-1%	-$5.23K	0.39%	69
2015 Q2	$483K	Sell	4,750 -60	-1%	-$6.46K	0.36%	78
2015 Q1	$536K	Sell	4,810 -425	-8%	-$47.8K	0.39%	71
2014 Q4	$601K	Hold	5,235	–	–	0.44%	67
2014 Q3	$549K	Hold	5,235	–	–	0.41%	68
2014 Q2	$543K	Hold	5,235	–	–	0.39%	69
2014 Q1	$519K	Hold	5,235	–	–	0.38%	70
2013 Q4	$542K	Sell	5,235 -75	-1%	-$7.37K	0.4%	70
2013 Q3	$497K	Buy	5,310 +200	+4%	+$18.3K	0.39%	72
2013 Q2	$457K	Buy	+5,110	New	+$458K	0.38%	68

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

West Oak Capital's CB Position: Q3 2025 in Review

West Oak Capital held its Chubb (CB) position steady in Q3 2025 at 1,735 shares worth $490K. The position accounts for 0.19% of the portfolio, ranked #77.

West Oak Capital first reported a position in CB in Q2 2013 and has held it in 50 quarters since. The position peaked at $601K in Q4 2014. 1,924 funds tracked by Wall St. Rank hold CB as of Q3 2025.

West Oak Capital held 1,735 shares of Chubb worth $490K as of Q3 2025.
West Oak Capital left its Chubb share count unchanged in Q3 2025.
Chubb made up 0.19% of West Oak Capital's portfolio in Q3 2025, its #77 holding.
West Oak Capital first reported a position in Chubb in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's Chubb position peaked at $601K in Q4 2014.
1,924 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.