Bill Gates’s Chubb CB Stock Holding History

Bill Gates’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 Q4	–	Sell	-10,250	Closed	-$2.13M	–	34
2023 Q3	$2.13M	Buy	+10,250	New	+$2.07M	0.01%	61

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bill Gates's CB Position: Q4 2023 in Review

Bill Gates sold out of Chubb (CB) in Q4 2023, closing a stake of 10,250 shares — an estimated $2.13M sold.

Bill Gates first reported a position in CB in Q3 2023 and held it in 1 quarter. The position peaked at $2.13M in Q3 2023. 1,600 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Bill Gates reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 10,250 Chubb shares in Q4 2023, an estimated $2.13M.
Bill Gates first reported a position in Chubb in Q3 2023 and held it in 1 quarter.
Bill Gates's Chubb position peaked at $2.13M in Q3 2023.
1,600 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.