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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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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