Aspen Investment Management’s Chubb CB Stock Holding History

Aspen Investment 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
2024 Q4	–	Sell	-1,760	Closed	-$508K	–	143
2024 Q3	$508K	Buy	+1,760	New	+$483K	0.24%	98
2020 Q1	–	Sell	-1,884	Closed	-$293K	–	107
2019 Q4	$293K	Hold	1,884	–	–	0.18%	104
2019 Q3	$304K	Hold	1,884	–	–	0.2%	104
2019 Q2	$277K	Hold	1,884	–	–	0.18%	111
2019 Q1	$264K	Hold	1,884	–	–	0.18%	114
2018 Q4	$243K	Hold	1,884	–	–	0.19%	113
2018 Q3	$252K	Hold	1,884	–	–	0.17%	125
2018 Q2	$239K	Hold	1,884	–	–	0.17%	129
2018 Q1	$258K	Hold	1,884	–	–	0.18%	121
2017 Q4	$275K	Hold	1,884	–	–	0.2%	119
2017 Q3	$269K	Hold	1,884	–	–	0.2%	117
2017 Q2	$274K	Hold	1,884	–	–	0.21%	111
2017 Q1	$257K	Hold	1,884	–	–	0.19%	115
2016 Q4	$249K	Hold	1,884	–	–	0.19%	114
2016 Q3	$237K	Hold	1,884	–	–	0.19%	112
2016 Q2	$246K	Hold	1,884	–	–	0.2%	107
2016 Q1	$224K	Buy	+1,884	New	+$217K	0.21%	108

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

Aspen Investment Management's CB Position: Q4 2024 in Review

Aspen Investment Management sold out of Chubb (CB) in Q4 2024, closing a stake of 1,760 shares — an estimated $508K sold.

Aspen Investment Management first reported a position in CB in Q1 2016 and held it in 17 quarters. The position peaked at $508K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

Aspen Investment Management reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
Aspen Investment Management sold 1,760 Chubb shares in Q4 2024, an estimated $508K.
Aspen Investment Management first reported a position in Chubb in Q1 2016 and held it in 17 quarters.
Aspen Investment Management's Chubb position peaked at $508K in Q3 2024.
1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Aspen Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.