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Westover Capital Advisors’s Chubb CB Stock Holding History

Westover Capital 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
Q3 		– Sell
-750
Closed -$217K – 220
2025
Q2 		$217K Hold
750
– – 0.04% 215
2025
Q1 		$226K Hold
750
– – 0.05% 220
2024
Q4 		$207K Hold
750
– – 0.05% 231
2024
Q3 		$216K Buy
+750
New +$206K 0.04% 232
2023
Q2 		– Sell
-4,082
Closed -$793K – 176
2023
Q1 		$793K Sell
4,082
-7
-0.2% -$1.47K 0.29% 76
2022
Q4 		$902K Sell
4,089
-53
-1% -$11K 0.36% 69
2022
Q3 		$753K Sell
4,142
-250
-6% -$47.5K 0.29% 76
2022
Q2 		$863K Sell
4,392
-30
-0.7% -$6.18K 0.32% 72
2022
Q1 		$946K Sell
4,422
-100
-2% -$20.3K 0.3% 77
2021
Q4 		$874K Buy
4,522
+1,510
+50% +$284K 0.25% 79
2021
Q3 		$523K Buy
3,012
+699
+30% +$123K 0.16% 101
2021
Q2 		$368K Buy
+2,313
New +$383K 0.12% 125
2017
Q3 		– Sell
-2,911
Closed -$423K – 118
2017
Q2 		$423K Sell
2,911
-13
-0.4% -$1.83K 0.28% 74
2017
Q1 		$398K Sell
2,924
-49
-2% -$6.59K 0.27% 78
2016
Q4 		$393K Sell
2,973
-682
-19% -$87K 0.28% 76
2016
Q3 		$459K Buy
+3,655
New +$464K 0.34% 69

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

Westover Capital Advisors's CB Position: Q3 2025 in Review

Westover Capital Advisors sold out of Chubb (CB) in Q3 2025, closing a stake of 750 shares — an estimated $217K sold.

Westover Capital Advisors first reported a position in CB in Q3 2016 and held it in 16 quarters. The position peaked at $946K in Q1 2022. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Westover Capital Advisors reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Westover Capital Advisors sold 750 Chubb shares in Q3 2025, an estimated $217K.
  • Westover Capital Advisors first reported a position in Chubb in Q3 2016 and held it in 16 quarters.
  • Westover Capital Advisors's Chubb position peaked at $946K in Q1 2022.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Westover Capital Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.