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Buckley Wealth Management’s Chubb CB Stock Holding History

Buckley 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
2023
Q3 		– Sell
-1,554
Closed -$299K – 104
2023
Q2 		$299K Buy
+1,554
New +$304K 0.1% 101
2022
Q3 		– Sell
-1,549
Closed -$305K – 118
2022
Q2 		$305K Sell
1,549
-61
-4% -$12.6K 0.1% 116
2022
Q1 		$344K Buy
+1,610
New +$327K 0.09% 111
2021
Q4 		– Sell
-2,874
Closed -$499K – 129
2021
Q3 		$499K Sell
2,874
-17
-0.6% -$2.98K 0.16% 92
2021
Q2 		$460K Buy
2,891
+65
+2% +$10.8K 0.16% 93
2021
Q1 		$446K Sell
2,826
-7
-0.2% -$1.13K 0.17% 88
2020
Q4 		$436K Sell
2,833
-25
-0.9% -$3.5K 0.18% 86
2020
Q3 		$332K Sell
2,858
-1,492
-34% -$187K 0.15% 95
2020
Q2 		$551K Sell
4,350
-386
-8% -$44.7K 0.25% 75
2020
Q1 		$529K Buy
4,736
+1,217
+35% +$175K 0.29% 70
2019
Q4 		$548K Sell
3,519
-122
-3% -$18.7K 0.25% 75
2019
Q3 		$588K Sell
3,641
-421
-10% -$65.1K 0.29% 68
2019
Q2 		$598K Sell
4,062
-6
-0.1% -$866 0.28% 73
2019
Q1 		$570K Buy
4,068
+73
+2% +$9.71K 0.27% 79
2018
Q4 		$516K Sell
3,995
-229
-5% -$29.6K 0.27% 81
2018
Q3 		$564K Buy
4,224
+92
+2% +$12.4K 0.25% 86
2018
Q2 		$525K Buy
4,132
+88
+2% +$11.7K 0.25% 88
2018
Q1 		$553K Buy
4,044
+846
+26% +$123K 0.27% 86
2017
Q4 		$467K Buy
+3,198
New +$478K 0.23% 98

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Buckley Wealth Management's CB Position: Q3 2023 in Review

Buckley Wealth Management sold out of Chubb (CB) in Q3 2023, closing a stake of 1,554 shares — an estimated $299K sold.

Buckley Wealth Management first reported a position in CB in Q4 2017 and held it in 19 quarters. The position peaked at $598K in Q2 2019. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • Buckley Wealth Management reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • Buckley Wealth Management sold 1,554 Chubb shares in Q3 2023, an estimated $299K.
  • Buckley Wealth Management first reported a position in Chubb in Q4 2017 and held it in 19 quarters.
  • Buckley Wealth Management's Chubb position peaked at $598K in Q2 2019.
  • 1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.