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Braun-Bostich & Associates’s Chubb CB Stock Holding History

Braun-Bostich & Associates’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
Q1 		– Sell
-2,141
Closed -$416K – 79
2021
Q4 		$416K Buy
+2,141
New +$402K 0.1% 65
2018
Q3 		– Sell
-153
Closed -$19K – 325
2018
Q2 		$19K Sell
153
-234
-60% -$31.1K 0.02% 225
2018
Q1 		$53K Sell
387
-1,240
-76% -$180K 0.05% 171
2017
Q4 		$238K Buy
+1,627
New +$243K 0.2% 109

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Braun-Bostich & Associates's CB Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Chubb (CB) in Q1 2022, closing a stake of 2,141 shares — an estimated $416K sold.

Braun-Bostich & Associates first reported a position in CB in Q4 2017 and held it in 4 quarters. The position peaked at $416K in Q4 2021. 1,395 funds tracked by Wall St. Rank hold CB as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Chubb position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 2,141 Chubb shares in Q1 2022, an estimated $416K.
  • Braun-Bostich & Associates first reported a position in Chubb in Q4 2017 and held it in 4 quarters.
  • Braun-Bostich & Associates's Chubb position peaked at $416K in Q4 2021.
  • 1,395 funds tracked by Wall St. Rank held Chubb as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.