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Bison Wealth’s Chubb CB Stock Holding History

Bison Wealth’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
Q3 		– Sell
-1,155
Closed -$299K – 427
2024
Q2 		$299K Hold
1,155
– – 0.05% 337
2024
Q1 		$299K Sell
1,155
-8
-0.7% -$1.97K 0.05% 337
2023
Q4 		$263K Buy
+1,163
New +$254K 0.05% 339
2019
Q4 		– Sell
-1,291
Closed -$208K – 390
2019
Q3 		$208K Buy
+1,291
New +$200K 0.12% 206

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bison Wealth's CB Position: Q3 2024 in Review

Bison Wealth sold out of Chubb (CB) in Q3 2024, closing a stake of 1,155 shares — an estimated $299K sold.

Bison Wealth first reported a position in CB in Q3 2019 and held it in 4 quarters. The position peaked at $299K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Bison Wealth reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 1,155 Chubb shares in Q3 2024, an estimated $299K.
  • Bison Wealth first reported a position in Chubb in Q3 2019 and held it in 4 quarters.
  • Bison Wealth's Chubb position peaked at $299K in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.