BBR Partners’s Chubb CB Stock Holding History

BBR Partners’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 Q2	–	Sell	-1,280	Closed	-$332K	–	224
2024 Q1	$332K	Buy	+1,280	New	+$315K	0.03%	181
2020 Q1	–	Sell	-1,676	Closed	-$261K	–	168
2019 Q4	$261K	Buy	+1,676	New	+$256K	0.03%	159

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BBR Partners's CB Position: Q2 2024 in Review

BBR Partners sold out of Chubb (CB) in Q2 2024, closing a stake of 1,280 shares — an estimated $332K sold.

BBR Partners first reported a position in CB in Q4 2019 and held it in 2 quarters. The position peaked at $332K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

BBR Partners reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
BBR Partners sold 1,280 Chubb shares in Q2 2024, an estimated $332K.
BBR Partners first reported a position in Chubb in Q4 2019 and held it in 2 quarters.
BBR Partners's Chubb position peaked at $332K in Q1 2024.
1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on BBR Partners's 13F filing for Q2 2024, filed 5 Aug 2024.