CSWM
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Cassady Schiller Wealth Management’s Chubb CB Stock Holding History

Cassady Schiller 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
Q4 		$18K Buy
65
+18
+38% +$5.11K 0.01% 289
2024
Q3 		$13.6K Hold
47
– – 0.01% 304
2024
Q2 		$12K Sell
47
-300
-86% -$77K ﹤0.01% 306
2024
Q1 		$89.9K Hold
347
– – 0.04% 164
2023
Q4 		$78.4K Hold
347
– – 0.04% 168
2023
Q3 		$72.2K Buy
347
+47
+16% +$9.5K 0.04% 165
2023
Q2 		$57.8K Hold
300
– – 0.03% 181
2023
Q1 		$58.3K Sell
300
-19
-6% -$3.99K 0.03% 185
2022
Q4 		$70.4K Buy
+319
New +$66.4K 0.04% 163
2022
Q1 		– Sell
-308
Closed -$60K – 178
2021
Q4 		$60K Buy
+308
New +$57.9K 0.04% 184

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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