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Alera Investment Advisors’s Chubb CB Stock Holding History

Alera Investment 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
2024
Q3 		$540K Sell
1,874
-114
-6% -$31.3K 0.06% 129
2024
Q2 		$507K Buy
+1,988
New +$511K 0.06% 131
2023
Q1 		– Sell
-1,058
Closed -$233K – 172
2022
Q4 		$233K Buy
+1,058
New +$220K 0.06% 157
2022
Q2 		– Sell
-960
Closed -$205K – 187
2022
Q1 		$205K Buy
+960
New +$195K 0.05% 173
2020
Q2 		– Sell
-1,833
Closed -$205K – 77
2020
Q1 		$205K Buy
1,833
+60
+3% +$8.6K 0.12% 63
2019
Q4 		$276K Sell
1,773
-220
-11% -$33.7K 0.13% 46
2019
Q3 		$322K Buy
1,993
+8
+0.4% +$1.24K 0.16% 50
2019
Q2 		$292K Buy
1,985
+9
+0.5% +$1.3K 0.15% 53
2019
Q1 		$277K Buy
1,976
+49
+3% +$6.52K 0.13% 55
2018
Q4 		$249K Buy
+1,927
New +$249K 0.15% 74

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

Alera Investment Advisors's CB Position: Q3 2024 in Review

Alera Investment Advisors reduced its Chubb (CB) stake by 5.7% in Q3 2024, selling an estimated $31.3K and leaving 1,874 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #129.

Alera Investment Advisors first reported a position in CB in Q4 2018 and has held it in 10 quarters since. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Alera Investment Advisors held 1,874 shares of Chubb worth $540K as of Q3 2024.
  • Alera Investment Advisors sold 114 Chubb shares in Q3 2024, an estimated $31.3K.
  • Chubb made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #129 holding.
  • Alera Investment Advisors first reported a position in Chubb in Q4 2018 and has held it in 10 quarters since.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.