Brophy Wealth Management’s Chubb CB Stock Holding History

Brophy Wealth Management’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	$274K	Buy	+951	New	+$261K	0.1%	181

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brophy Wealth Management's CB Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Chubb (CB) in Q3 2024: 951 shares worth $274K. The stake represents 0.1% of the portfolio and ranks #181 among its holdings.

1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

Brophy Wealth Management held 951 shares of Chubb worth $274K as of Q3 2024.
Chubb was a new Brophy Wealth Management position in Q3 2024.
Chubb made up 0.1% of Brophy Wealth Management's portfolio in Q3 2024, its #181 holding.
1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.