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Buckingham Strategic Wealth’s Chubb CB Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$729K Buy
2,856
+270
+10% +$69.3K 0.01% 390
2024
Q1 		$670K Sell
2,586
-55
-2% -$13.5K 0.01% 405
2023
Q4 		$597K Sell
2,641
-251
-9% -$54.9K 0.01% 411
2023
Q3 		$602K Buy
2,892
+8
+0.3% +$1.62K 0.01% 384
2023
Q2 		$555K Buy
2,884
+81
+3% +$15.9K 0.01% 400
2023
Q1 		$618K Hold
2,803
– – 0.01% 339
2022
Q4 		$618K Buy
2,803
+367
+15% +$76.4K 0.01% 341
2022
Q3 		$443K Buy
2,436
+289
+13% +$54.9K 0.01% 393
2022
Q2 		$422K Buy
2,147
+548
+34% +$113K 0.01% 404
2022
Q1 		$342K Sell
1,599
-51
-3% -$10.4K 0.01% 439
2021
Q4 		$319K Buy
1,650
+185
+13% +$34.8K 0.01% 462
2021
Q3 		$254K Sell
1,465
-41
-3% -$7.19K 0.01% 504
2021
Q2 		$239K Sell
1,506
-114
-7% -$18.9K 0.01% 513
2021
Q1 		$256K Buy
1,620
+177
+12% +$28.5K 0.01% 466
2020
Q4 		$222K Buy
+1,443
New +$202K 0.01% 485
2020
Q3 		– Sell
-1,590
Closed -$201K – 481
2020
Q2 		$201K Sell
1,590
-705
-31% -$81.7K 0.02% 378
2020
Q1 		$256K Sell
2,295
-586
-20% -$84K 0.02% 376
2019
Q4 		$448K Buy
2,881
+89
+3% +$13.6K 0.04% 265
2019
Q3 		$451K Buy
2,792
+29
+1% +$4.49K 0.05% 252
2019
Q2 		$407K Sell
2,763
-549
-17% -$79.3K 0.04% 278
2019
Q1 		$464K Sell
3,312
-29
-0.9% -$3.86K 0.06% 238
2018
Q4 		$432K Buy
3,341
+172
+5% +$22.2K 0.07% 206
2018
Q3 		$424K Sell
3,169
-575
-15% -$77.8K 0.07% 215
2018
Q2 		$476K Buy
3,744
+1,079
+40% +$143K 0.08% 184
2018
Q1 		$364K Sell
2,665
-213
-7% -$30.8K 0.07% 206
2017
Q4 		$421K Sell
2,878
-546
-16% -$81.6K 0.09% 184
2017
Q3 		$488K Buy
3,424
+1,121
+49% +$162K 0.12% 158
2017
Q2 		$335K Buy
2,303
+789
+52% +$111K 0.08% 202
2017
Q1 		$206K Buy
+1,514
New +$204K 0.06% 244

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's CB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Chubb (CB) stake by 10% in Q2 2024, buying an estimated $69.3K and bringing the position to 2,856 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #390.

Buckingham Strategic Wealth first reported a position in CB in Q1 2017 and has held it in 29 quarters since. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Buckingham Strategic Wealth held 2,856 shares of Chubb worth $729K as of Q2 2024.
  • Buckingham Strategic Wealth bought 270 Chubb shares in Q2 2024, an estimated $69.3K.
  • Chubb made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #390 holding.
  • Buckingham Strategic Wealth first reported a position in Chubb in Q1 2017 and has held it in 29 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.