Wingate Wealth Advisors’s Chubb CB Stock Holding History

Wingate Wealth 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 Q1	–	Sell	-325	Closed	-$89.8K	–	148
2024 Q4	$89.8K	Buy	+325	New	+$92.3K	0.09%	146

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's CB Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Chubb (CB) in Q1 2025, closing a stake of 325 shares — an estimated $89.8K sold.

Wingate Wealth Advisors first reported a position in CB in Q4 2024 and held it in 1 quarter. The position peaked at $89.8K in Q4 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Wingate Wealth Advisors reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 325 Chubb shares in Q1 2025, an estimated $89.8K.
Wingate Wealth Advisors first reported a position in Chubb in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Chubb position peaked at $89.8K in Q4 2024.
1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.