Bray Capital Advisors’s Chubb CB Stock Holding History

Bray Capital Advisors’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	$123K	Hold	446	–	–	0.03%	148
2024 Q3	$129K	Hold	446	–	–	0.03%	150
2024 Q2	$114K	Hold	446	–	–	0.03%	150
2024 Q1	$116K	Hold	446	–	–	0.03%	154
2023 Q4	$101K	Hold	446	–	–	0.03%	155
2023 Q3	$92.8K	Hold	446	–	–	0.03%	153
2023 Q2	$85.9K	Hold	446	–	–	0.03%	161
2023 Q1	$86.6K	Hold	446	–	–	0.03%	167
2022 Q4	$98.4K	Hold	446	–	–	0.03%	161
2022 Q3	$81K	Hold	446	–	–	0.03%	164
2022 Q2	$88K	Hold	446	–	–	0.03%	163
2022 Q1	$95K	Hold	446	–	–	0.02%	165
2021 Q4	$86K	Hold	446	–	–	0.02%	170
2021 Q3	$77K	Hold	446	–	–	0.02%	169
2021 Q2	$71K	Hold	446	–	–	0.02%	177
2021 Q1	$70K	Hold	446	–	–	0.02%	174
2020 Q4	$69K	Hold	446	–	–	0.02%	166
2020 Q3	$52K	Hold	446	–	–	0.02%	171
2020 Q2	$56K	Hold	446	–	–	0.02%	169
2020 Q1	$50K	Buy	446 +346	+346%	+$49.6K	0.02%	168
2019 Q4	$16K	Hold	100	–	–	0.01%	229
2019 Q3	$16K	Hold	100	–	–	0.01%	233
2019 Q2	$15K	Hold	100	–	–	0.01%	244
2019 Q1	$14K	Hold	100	–	–	0.01%	239
2018 Q4	$13K	Hold	100	–	–	0.01%	243
2018 Q3	$13K	Hold	100	–	–	0.01%	250
2018 Q2	$13K	Hold	100	–	–	0.01%	307
2018 Q1	$14K	Buy	+100	New	+$14.5K	0.01%	303
2015 Q4	–	Sell	-225	Closed	-$23K	–	158
2015 Q3	$23K	Hold	225	–	–	0.01%	260
2015 Q2	$23K	Buy	+225	New	+$24.2K	0.01%	281

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bray Capital Advisors's CB Position: Q4 2024 in Review

Bray Capital Advisors held its Chubb (CB) position steady in Q4 2024 at 446 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #148.

Bray Capital Advisors first reported a position in CB in Q2 2015 and has held it in 30 quarters since. The position peaked at $129K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

Bray Capital Advisors held 446 shares of Chubb worth $123K as of Q4 2024.
Bray Capital Advisors left its Chubb share count unchanged in Q4 2024.
Chubb made up 0.03% of Bray Capital Advisors's portfolio in Q4 2024, its #148 holding.
Bray Capital Advisors first reported a position in Chubb in Q2 2015 and has held it in 30 quarters since.
Bray Capital Advisors's Chubb position peaked at $129K in Q3 2024.
1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Bray Capital Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.