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Boston Financial Management’s Chubb CB Stock Holding History

Boston Financial Management’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
Q4 		$706K Buy
2,555
+439
+21% +$125K 0.02% 221
2024
Q3 		$610K Buy
2,116
+115
+6% +$31.5K 0.02% 226
2024
Q2 		$510K Buy
2,001
+50
+3% +$12.8K 0.02% 237
2024
Q1 		$506K Hold
1,951
– – 0.02% 247
2023
Q4 		$441K Sell
1,951
-338
-15% -$73.9K 0.01% 253
2023
Q3 		$477K Sell
2,289
-477
-17% -$96.4K 0.02% 226
2023
Q2 		$533K Buy
2,766
+24
+0.9% +$4.7K 0.02% 230
2023
Q1 		$532K Buy
2,742
+418
+18% +$87.8K 0.02% 221
2022
Q4 		$513K Buy
2,324
+149
+7% +$31K 0.02% 222
2022
Q3 		$396K Buy
2,175
+993
+84% +$189K 0.02% 232
2022
Q2 		$232K Buy
1,182
+130
+12% +$26.8K 0.01% 270
2022
Q1 		$225K Buy
+1,052
New +$214K 0.01% 269
2020
Q1 		– Sell
-1,380
Closed -$215K – 267
2019
Q4 		$215K Sell
1,380
-721
-34% -$110K 0.01% 229
2019
Q3 		$339K Buy
2,101
+5
+0.2% +$774 0.02% 208
2019
Q2 		$309K Sell
2,096
-2,194
-51% -$317K 0.02% 219
2019
Q1 		$601K Sell
4,290
-212
-5% -$28.2K 0.04% 168
2018
Q4 		$582K Sell
4,502
-8,334
-65% -$1.08M 0.04% 170
2018
Q3 		$1.72M Buy
12,836
+3,983
+45% +$539K 0.1% 132
2018
Q2 		$1.13M Sell
8,853
-1,220
-12% -$162K 0.08% 147
2018
Q1 		$1.38M Sell
10,073
-555
-5% -$80.4K 0.09% 146
2017
Q4 		$1.55M Sell
10,628
-137
-1% -$20.5K 0.1% 146
2017
Q3 		$1.53M Sell
10,765
-91
-0.8% -$13.2K 0.11% 149
2017
Q2 		$1.58M Sell
10,856
-1,310
-11% -$184K 0.11% 154
2017
Q1 		$1.66M Sell
12,166
-5,159
-30% -$694K 0.12% 154
2016
Q4 		$2.29M Sell
17,325
-2,431
-12% -$310K 0.18% 145
2016
Q3 		$2.48M Sell
19,756
-19,928
-50% -$2.53M 0.2% 141
2016
Q2 		$5.19M Buy
39,684
+3,072
+8% +$379K 0.42% 94
2016
Q1 		$4.36M Buy
+36,612
New +$4.21M 0.66% 61

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Financial Management's CB Position: Q4 2024 in Review

Boston Financial Management increased its Chubb (CB) stake by 21% in Q4 2024, buying an estimated $125K and bringing the position to 2,555 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #221.

Boston Financial Management first reported a position in CB in Q1 2016 and has held it in 28 quarters since. The position peaked at $5.19M in Q2 2016. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Boston Financial Management held 2,555 shares of Chubb worth $706K as of Q4 2024.
  • Boston Financial Management bought 439 Chubb shares in Q4 2024, an estimated $125K.
  • Chubb made up 0.02% of Boston Financial Management's portfolio in Q4 2024, its #221 holding.
  • Boston Financial Management first reported a position in Chubb in Q1 2016 and has held it in 28 quarters since.
  • Boston Financial Management's Chubb position peaked at $5.19M in Q2 2016.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.