Annapolis Financial Services’s Chubb CB Stock Holding History

Annapolis Financial Services’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	$50.5K	Buy	175 +2	+1%	+$548	0.01%	154
2024 Q2	$44.1K	Hold	173	–	–	0.01%	158
2024 Q1	$44.8K	Hold	173	–	–	0.01%	154
2023 Q4	$39.1K	Hold	173	–	–	0.01%	223
2023 Q3	$36K	Hold	173	–	–	0.01%	215
2023 Q2	$33.3K	Hold	173	–	–	0.01%	219
2023 Q1	$33.6K	Hold	173	–	–	0.01%	201
2022 Q4	$38.2K	Sell	173 -127	-42%	-$26.4K	0.01%	188
2022 Q3	$55K	Buy	300 +113	+60%	+$21.5K	0.02%	170
2022 Q2	$37K	Hold	187	–	–	0.01%	199
2022 Q1	$40K	Hold	187	–	–	0.01%	200
2021 Q4	$36K	Sell	187 -129	-41%	-$24.2K	0.01%	218
2021 Q3	$55K	Hold	316	–	–	0.02%	163
2021 Q2	$50K	Hold	316	–	–	0.02%	162
2021 Q1	$50K	Hold	316	–	–	0.02%	154
2020 Q4	$49K	Buy	+316	New	+$44.3K	0.02%	146

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Annapolis Financial Services's CB Position: Q3 2024 in Review

Annapolis Financial Services increased its Chubb (CB) stake by 1.2% in Q3 2024, buying an estimated $548 and bringing the position to 175 shares worth $50.5K. The position accounts for 0.01% of the portfolio, ranked #154.

Annapolis Financial Services first reported a position in CB in Q4 2020 and has held it in 16 quarters since. The position peaked at $55K in Q3 2022. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

Annapolis Financial Services held 175 shares of Chubb worth $50.5K as of Q3 2024.
Annapolis Financial Services bought 2 Chubb shares in Q3 2024, an estimated $548.
Chubb made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #154 holding.
Annapolis Financial Services first reported a position in Chubb in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's Chubb position peaked at $55K in Q3 2022.
1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.