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Avitas Wealth Management’s Chubb CB Stock Holding History

Avitas 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
2024
Q4 		$2.42M Buy
8,761
+40
+0.5% +$11.4K 0.33% 76
2024
Q3 		$2.52M Buy
8,721
+130
+2% +$35.6K 0.35% 73
2024
Q2 		$2.19M Buy
8,591
+26
+0.3% +$6.68K 0.32% 84
2024
Q1 		$2.22M Buy
8,565
+102
+1% +$25.1K 0.34% 80
2023
Q4 		$1.91M Buy
8,463
+256
+3% +$56K 0.32% 90
2023
Q3 		$1.71M Sell
8,207
-55
-0.7% -$11.1K 0.33% 88
2023
Q2 		$1.59M Buy
8,262
+61
+0.7% +$12K 0.29% 95
2023
Q1 		$1.59M Sell
8,201
-112
-1% -$23.5K 0.31% 92
2022
Q4 		$1.83M Sell
8,313
-57
-0.7% -$11.9K 0.39% 78
2022
Q3 		$1.52M Buy
8,370
+66
+0.8% +$12.5K 0.35% 87
2022
Q2 		$1.63M Sell
8,304
-3,052
-27% -$629K 0.36% 92
2022
Q1 		$2.43M Sell
11,356
-6,180
-35% -$1.26M 0.44% 69
2021
Q4 		$3.39M Buy
17,536
+275
+2% +$51.7K 0.57% 71
2021
Q3 		$2.99M Sell
17,261
-97
-0.6% -$17K 0.55% 73
2021
Q2 		$2.76M Buy
17,358
+453
+3% +$75.1K 0.49% 78
2021
Q1 		$2.67M Buy
16,905
+328
+2% +$52.8K 0.52% 74
2020
Q4 		$2.55M Buy
16,577
+334
+2% +$46.8K 0.52% 74
2020
Q3 		$1.89M Buy
16,243
+172
+1% +$21.6K 0.53% 70
2020
Q2 		$2.04M Sell
16,071
-392
-2% -$45.4K 0.68% 58
2020
Q1 		$1.84M Sell
16,463
-6,696
-29% -$960K 0.84% 43
2019
Q4 		$3.6M Buy
23,159
+16
+0.1% +$2.45K 0.92% 36
2019
Q3 		$3.74M Buy
23,143
+545
+2% +$84.3K 1.03% 29
2019
Q2 		$3.33M Sell
22,598
-155
-0.7% -$22.4K 0.93% 38
2019
Q1 		$3.19M Sell
22,753
-13,034
-36% -$1.73M 0.93% 35
2018
Q4 		$4.62M Buy
35,787
+3,717
+12% +$480K 1.52% 10
2018
Q3 		$4.29M Buy
32,070
+1,258
+4% +$170K 1.22% 16
2018
Q2 		$3.91M Buy
+30,812
New +$4.09M 1.22% 15

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avitas Wealth Management's CB Position: Q4 2024 in Review

Avitas Wealth Management increased its Chubb (CB) stake by 0.46% in Q4 2024, buying an estimated $11.4K and bringing the position to 8,761 shares worth $2.42M. The position accounts for 0.33% of the portfolio, ranked #76.

Avitas Wealth Management first reported a position in CB in Q2 2018 and has held it in 27 quarters since. The position peaked at $4.62M in Q4 2018. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Avitas Wealth Management held 8,761 shares of Chubb worth $2.42M as of Q4 2024.
  • Avitas Wealth Management bought 40 Chubb shares in Q4 2024, an estimated $11.4K.
  • Chubb made up 0.33% of Avitas Wealth Management's portfolio in Q4 2024, its #76 holding.
  • Avitas Wealth Management first reported a position in Chubb in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Chubb position peaked at $4.62M in Q4 2018.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.