Altium Wealth Management’s Chubb CB Stock Holding History

Altium 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 Q2	$3.06M	Buy	15,561 +1,907	+14%	+$393K	0.22%	59
2022 Q1	$2.92M	Buy	13,654 +759	+6%	+$154K	0.19%	65
2021 Q4	$2.49M	Buy	12,895 +541	+4%	+$102K	0.16%	72
2021 Q3	$2.14M	Buy	12,354 +654	+6%	+$115K	0.15%	77
2021 Q2	$1.86M	Buy	11,700 +593	+5%	+$98.3K	0.14%	84
2021 Q1	$1.75M	Buy	11,107 +326	+3%	+$52.5K	0.14%	84
2020 Q4	$1.66M	Buy	+10,781	New	+$1.51M	0.15%	78
2020 Q1	–	Sell	-1,487	Closed	-$231K	–	332
2019 Q4	$231K	Buy	1,487 +33	+2%	+$5.05K	0.03%	252
2019 Q3	$235K	Buy	1,454 +15	+1%	+$2.32K	0.03%	245
2019 Q2	$212K	Buy	1,439 +6	+0.4%	+$866	0.03%	258
2019 Q1	$201K	Buy	+1,433	New	+$191K	0.03%	263

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's CB Position: Q2 2022 in Review

Altium Wealth Management increased its Chubb (CB) stake by 14% in Q2 2022, buying an estimated $393K and bringing the position to 15,561 shares worth $3.06M. The position accounts for 0.22% of the portfolio, ranked #59.

Altium Wealth Management first reported a position in CB in Q1 2019 and has held it in 11 quarters since. 1,402 funds tracked by Wall St. Rank hold CB as of Q2 2022.

Altium Wealth Management held 15,561 shares of Chubb worth $3.06M as of Q2 2022.
Altium Wealth Management bought 1,907 Chubb shares in Q2 2022, an estimated $393K.
Chubb made up 0.22% of Altium Wealth Management's portfolio in Q2 2022, its #59 holding.
Altium Wealth Management first reported a position in Chubb in Q1 2019 and has held it in 11 quarters since.
1,402 funds tracked by Wall St. Rank held Chubb as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.