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Bickling Financial Services’s Chubb CB Stock Holding History

Bickling Financial Services’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
Q4 		$260K Buy
1,178
+6
+0.5% +$1.25K 0.16% 98
2022
Q3 		$214K Buy
1,172
+4
+0.3% +$760 0.14% 106
2022
Q2 		$230K Buy
1,168
+5
+0.4% +$1.03K 0.15% 109
2022
Q1 		$249K Buy
1,163
+4
+0.3% +$813 0.13% 113
2021
Q4 		$224K Buy
+1,159
New +$218K 0.11% 123

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bickling Financial Services's CB Position: Q4 2022 in Review

Bickling Financial Services increased its Chubb (CB) stake by 0.51% in Q4 2022, buying an estimated $1.25K and bringing the position to 1,178 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #98.

Bickling Financial Services first reported a position in CB in Q4 2021 and has held it in 5 quarters since. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Bickling Financial Services held 1,178 shares of Chubb worth $260K as of Q4 2022.
  • Bickling Financial Services bought 6 Chubb shares in Q4 2022, an estimated $1.25K.
  • Chubb made up 0.16% of Bickling Financial Services's portfolio in Q4 2022, its #98 holding.
  • Bickling Financial Services first reported a position in Chubb in Q4 2021 and has held it in 5 quarters since.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.