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9258 Wealth Management’s Chubb CB Stock Holding History

9258 Wealth 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
2024
Q3 		$431K Hold
1,493
– – 0.06% 222
2024
Q2 		$381K Sell
1,493
-81
-5% -$20.8K 0.06% 233
2024
Q1 		$408K Sell
1,574
-56
-3% -$13.8K 0.06% 225
2023
Q4 		$368K Sell
1,630
-295
-15% -$64.5K 0.06% 222
2023
Q3 		$401K Sell
1,925
-319
-14% -$64.5K 0.08% 203
2023
Q2 		$432K Buy
2,244
+47
+2% +$9.21K 0.08% 197
2023
Q1 		$427K Buy
2,197
+306
+16% +$64.3K 0.09% 200
2022
Q4 		$417K Buy
1,891
+453
+32% +$94.2K 0.09% 202
2022
Q3 		$262K Sell
1,438
-19
-1% -$3.61K 0.07% 263
2022
Q2 		$286K Buy
1,457
+56
+4% +$11.5K 0.07% 255
2022
Q1 		$300K Sell
1,401
-213
-13% -$43.3K 0.07% 276
2021
Q4 		$312K Buy
1,614
+238
+17% +$44.7K 0.07% 278
2021
Q3 		$239K Sell
1,376
-71
-5% -$12.4K 0.06% 301
2021
Q2 		$230K Buy
+1,447
New +$240K 0.06% 307
2021
Q1 		– Sell
-1,357
Closed -$209K – 334
2020
Q4 		$209K Buy
+1,357
New +$190K 0.07% 283

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

9258 Wealth Management's CB Position: Q3 2024 in Review

9258 Wealth Management held its Chubb (CB) position steady in Q3 2024 at 1,493 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #222.

9258 Wealth Management first reported a position in CB in Q4 2020 and has held it in 15 quarters since. The position peaked at $432K in Q2 2023. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • 9258 Wealth Management held 1,493 shares of Chubb worth $431K as of Q3 2024.
  • 9258 Wealth Management left its Chubb share count unchanged in Q3 2024.
  • Chubb made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #222 holding.
  • 9258 Wealth Management first reported a position in Chubb in Q4 2020 and has held it in 15 quarters since.
  • 9258 Wealth Management's Chubb position peaked at $432K in Q2 2023.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.