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Auto-Owners Insurance’s Chubb CB Stock Holding History

Auto-Owners Insurance’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
-130,000
Closed -$37.5M – 112
2024
Q3 		$37.5M Hold
130,000
– – 0.92% 26
2024
Q2 		$33.2M Hold
130,000
– – 0.88% 26
2024
Q1 		$33.7M Hold
130,000
– – 0.89% 25
2023
Q4 		$29.4M Hold
130,000
– – 0.89% 28
2023
Q3 		$27.1M Hold
130,000
– – 0.9% 28
2023
Q2 		$25M Hold
130,000
– – 0.81% 32
2023
Q1 		$25.2M Hold
130,000
– – 0.87% 30
2022
Q4 		$28.7M Buy
+130,000
New +$27M 1.05% 24

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Auto-Owners Insurance's CB Position: Q4 2024 in Review

Auto-Owners Insurance sold out of Chubb (CB) in Q4 2024, closing a stake of 130,000 shares — an estimated $37.5M sold.

Auto-Owners Insurance first reported a position in CB in Q4 2022 and held it in 8 quarters. The position peaked at $37.5M in Q3 2024. 1,902 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Auto-Owners Insurance reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Auto-Owners Insurance sold 130,000 Chubb shares in Q4 2024, an estimated $37.5M.
  • Auto-Owners Insurance first reported a position in Chubb in Q4 2022 and held it in 8 quarters.
  • Auto-Owners Insurance's Chubb position peaked at $37.5M in Q3 2024.
  • 1,902 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Auto-Owners Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.