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Braun Stacey Associates’s Chubb CB Stock Holding History

Braun Stacey 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
2024
Q3 		– Sell
-3,083
Closed -$786K – 118
2024
Q2 		$786K Buy
+3,083
New +$792K 0.03% 102
2022
Q3 		– Sell
-1,040
Closed -$204K – 124
2022
Q2 		$204K Buy
+1,040
New +$214K 0.01% 128
2015
Q2 		– Sell
-2,800
Closed -$312K – 305
2015
Q1 		$312K Hold
2,800
– – 0.02% 141
2014
Q4 		$322K Sell
2,800
-200
-7% -$22.1K 0.02% 137
2014
Q3 		$315K Hold
3,000
– – 0.02% 138
2014
Q2 		$311K Buy
+3,000
New +$307K 0.02% 135

Other funds holding CB

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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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Braun Stacey Associates's CB Position: Q3 2024 in Review

Braun Stacey Associates sold out of Chubb (CB) in Q3 2024, closing a stake of 3,083 shares — an estimated $786K sold.

Braun Stacey Associates first reported a position in CB in Q2 2014 and held it in 6 quarters. The position peaked at $786K in Q2 2024. 1,804 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Braun Stacey Associates reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Braun Stacey Associates sold 3,083 Chubb shares in Q3 2024, an estimated $786K.
  • Braun Stacey Associates first reported a position in Chubb in Q2 2014 and held it in 6 quarters.
  • Braun Stacey Associates's Chubb position peaked at $786K in Q2 2024.
  • 1,804 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Braun Stacey Associates's 13F filing for Q3 2024, filed 7 Nov 2024.