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Barber Financial Group’s Chubb CB Stock Holding History

Barber Financial Group’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
2023
Q1 		$358K Sell
1,844
-2
-0.1% -$420 0.06% 90
2022
Q4 		$407K Sell
1,846
-3
-0.2% -$624 0.11% 81
2022
Q3 		$336K Sell
1,849
-14
-0.8% -$2.66K 0.1% 90
2022
Q2 		$366K Buy
1,863
+7
+0.4% +$1.44K 0.06% 90
2022
Q1 		$397K Buy
+1,856
New +$377K 0.05% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barber Financial Group's CB Position: Q1 2023 in Review

Barber Financial Group reduced its Chubb (CB) stake by 0.11% in Q1 2023, selling an estimated $420 and leaving 1,844 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #90.

Barber Financial Group first reported a position in CB in Q1 2022 and has held it in 5 quarters since. The position peaked at $407K in Q4 2022. 1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Barber Financial Group held 1,844 shares of Chubb worth $358K as of Q1 2023.
  • Barber Financial Group sold 2 Chubb shares in Q1 2023, an estimated $420.
  • Chubb made up 0.06% of Barber Financial Group's portfolio in Q1 2023, its #90 holding.
  • Barber Financial Group first reported a position in Chubb in Q1 2022 and has held it in 5 quarters since.
  • Barber Financial Group's Chubb position peaked at $407K in Q4 2022.
  • 1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.