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Broadleaf Partners’s Chubb CB Stock Holding History

Broadleaf Partners’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 		– Sell
-1,706
Closed -$492K – 79
2024
Q3 		$492K Hold
1,706
– – 0.12% 56
2024
Q2 		$435K Hold
1,706
– – 0.11% 54
2024
Q1 		$442K Hold
1,706
– – 0.11% 57
2023
Q4 		$386K Hold
1,706
– – 0.11% 62
2023
Q3 		$355K Hold
1,706
– – 0.12% 53
2023
Q2 		$329K Buy
1,706
+601
+54% +$118K 0.11% 58
2023
Q1 		$215K Hold
1,105
– – 0.08% 71
2022
Q4 		$244K Hold
1,105
– – 0.1% 65
2022
Q3 		$201K Buy
+1,105
New +$210K 0.08% 68

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

Broadleaf Partners's CB Position: Q4 2024 in Review

Broadleaf Partners sold out of Chubb (CB) in Q4 2024, closing a stake of 1,706 shares — an estimated $492K sold.

Broadleaf Partners first reported a position in CB in Q3 2022 and held it in 9 quarters. The position peaked at $492K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Broadleaf Partners reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Broadleaf Partners sold 1,706 Chubb shares in Q4 2024, an estimated $492K.
  • Broadleaf Partners first reported a position in Chubb in Q3 2022 and held it in 9 quarters.
  • Broadleaf Partners's Chubb position peaked at $492K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Broadleaf Partners's 13F filing for Q4 2024, filed 13 Feb 2025.