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Adams Chetwood Wealth Management’s Chubb CB Stock Holding History

Adams Chetwood 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
2022
Q1 		$257K Hold
1,203
– – 0.15% 76
2021
Q4 		$233K Hold
1,203
– – 0.16% 72
2021
Q3 		$209K Buy
+1,203
New +$211K 0.15% 75

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adams Chetwood Wealth Management's CB Position: Q1 2022 in Review

Adams Chetwood Wealth Management held its Chubb (CB) position steady in Q1 2022 at 1,203 shares worth $257K. The position accounts for 0.15% of the portfolio, ranked #76.

Adams Chetwood Wealth Management first reported a position in CB in Q3 2021 and has held it in 3 quarters since. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

  • Adams Chetwood Wealth Management held 1,203 shares of Chubb worth $257K as of Q1 2022.
  • Adams Chetwood Wealth Management left its Chubb share count unchanged in Q1 2022.
  • Chubb made up 0.15% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #76 holding.
  • Adams Chetwood Wealth Management first reported a position in Chubb in Q3 2021 and has held it in 3 quarters since.
  • 1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.