B. Riley Wealth Management’s Chubb CB Stock Holding History

B. Riley 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	$637	Sell	3,241 -74	-2%	-$15.2K	﹤0.01%	365
2022 Q1	$709K	Sell	3,315 -255	-7%	-$51.8K	0.05%	263
2021 Q4	$690K	Buy	3,570 +115	+3%	+$21.6K	0.05%	280
2021 Q3	$599K	Buy	3,455 +103	+3%	+$18.1K	0.05%	297
2021 Q2	$533K	Buy	3,352 +160	+5%	+$26.5K	0.06%	227
2021 Q1	$504K	Sell	3,192 -91	-3%	-$14.7K	0.06%	228
2020 Q4	$505K	Sell	3,283 -2,860	-47%	-$401K	0.07%	199
2020 Q3	$713K	Buy	6,143 +1	+0%	+$126	0.08%	182
2020 Q2	$778K	Sell	6,142 -165	-3%	-$19.1K	0.09%	183
2020 Q1	$704K	Buy	+6,307	New	+$904K	0.07%	222
2015 Q2	–	Sell	-300	Closed	-$33K	–	1017
2015 Q1	$33K	Sell	300 -64	-18%	-$7.2K	0.02%	497
2014 Q4	$41K	Hold	364	–	–	0.03%	422
2014 Q3	$38K	Hold	364	–	–	0.03%	464
2014 Q2	$37K	Hold	364	–	–	0.02%	524
2014 Q1	$36K	Buy	+364	New	+$35.3K	0.03%	512

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

B. Riley Wealth Management's CB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Chubb (CB) stake by 2.2% in Q2 2022, selling an estimated $15.2K and leaving 3,241 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #365.

B. Riley Wealth Management first reported a position in CB in Q1 2014 and has held it in 15 quarters since. The position peaked at $778K in Q2 2020. 1,402 funds tracked by Wall St. Rank hold CB as of Q2 2022.

B. Riley Wealth Management held 3,241 shares of Chubb worth $637 as of Q2 2022.
B. Riley Wealth Management sold 74 Chubb shares in Q2 2022, an estimated $15.2K.
Chubb made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #365 holding.
B. Riley Wealth Management first reported a position in Chubb in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Chubb position peaked at $778K in Q2 2020.
1,402 funds tracked by Wall St. Rank held Chubb as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.