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Wood Tarver Financial Group’s Chubb CB Stock Holding History

Wood Tarver Financial Group’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
-282
Closed -$81K – 232
2025
Q2 		$81K Hold
282
– – 0.02% 230
2025
Q1 		$85.2K Hold
282
– – 0.03% 219
2024
Q4 		$77K Buy
+282
New +$80.1K 0.03% 216

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

Wood Tarver Financial Group's CB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Chubb (CB) in Q3 2025, closing a stake of 282 shares — an estimated $81K sold.

Wood Tarver Financial Group first reported a position in CB in Q4 2024 and held it in 3 quarters. The position peaked at $85.2K in Q1 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 282 Chubb shares in Q3 2025, an estimated $81K.
  • Wood Tarver Financial Group first reported a position in Chubb in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Chubb position peaked at $85.2K in Q1 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.