Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCMLT
Beacon Capital Management LLC (Tennessee)’s
Chubb
CB
Stock Holding History
Beacon Capital Management LLC (Tennessee)’s Portfolio
CB Stock Details
CB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-223
Closed
-$64.6K
–
262
2025
Q2
$64.6K
Buy
223
+18
+9%
+$5.18K
0.01%
290
2025
Q1
$62K
Buy
205
+21
+11%
+$5.83K
0.01%
280
2024
Q4
$50.8K
Buy
184
+5
+3%
+$1.42K
0.01%
296
2024
Q3
$51.6K
Buy
179
+82
+85%
+$22.5K
0.01%
318
2024
Q2
$24.7K
Buy
97
+42
+76%
+$10.8K
﹤0.01%
416
2024
Q1
$14.3K
Buy
55
+10
+22%
+$2.46K
﹤0.01%
515
2023
Q4
$9.37K
Hold
45
–
–
﹤0.01%
540
2023
Q3
$8.66K
Hold
45
–
–
﹤0.01%
594
2023
Q2
$8.66K
Buy
45
+15
+50%
+$2.94K
﹤0.01%
594
2023
Q1
$5.83K
Sell
30
-5
-14%
-$1.05K
﹤0.01%
599
2022
Q4
$7.72K
Hold
35
–
–
﹤0.01%
560
2022
Q3
$7K
Hold
35
–
–
﹤0.01%
527
2022
Q2
$7K
Hold
35
–
–
﹤0.01%
575
2022
Q1
$7K
Buy
+35
New
+$7.11K
﹤0.01%
575
Other funds holding CB
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Berkshire Hathaway
Omaha, Nebraska
$263B AUM
16.68%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
GQG Partners
Ft. Lauderdale, Florida
$63.1B AUM
23.07%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close