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Alta Fox Capital Management’s Chubb CB Stock Holding History

Alta Fox Capital 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
2023
Q4 		– Sell
-16,700
Closed -$3.48M – 17
2023
Q3 		$3.48M Buy
+16,700
New +$3.38M 3.81% 12

Other funds holding CB

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alta Fox Capital Management's CB Position: Q4 2023 in Review

Alta Fox Capital Management sold out of Chubb (CB) in Q4 2023, closing a stake of 16,700 shares — an estimated $3.48M sold.

Alta Fox Capital Management first reported a position in CB in Q3 2023 and held it in 1 quarter. The position peaked at $3.48M in Q3 2023. 1,599 funds tracked by Wall St. Rank hold CB as of Q4 2023.

  • Alta Fox Capital Management reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
  • Alta Fox Capital Management sold 16,700 Chubb shares in Q4 2023, an estimated $3.48M.
  • Alta Fox Capital Management first reported a position in Chubb in Q3 2023 and held it in 1 quarter.
  • Alta Fox Capital Management's Chubb position peaked at $3.48M in Q3 2023.
  • 1,599 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Alta Fox Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.