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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cassady Schiller Wealth Management's CB Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Chubb (CB) stake by 38% in Q4 2024, buying an estimated $5.11K and bringing the position to 65 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #289.

Cassady Schiller Wealth Management first reported a position in CB in Q4 2021 and has held it in 10 quarters since. The position peaked at $89.9K in Q1 2024. 1,902 funds tracked by Wall St. Rank hold CB as of Q4 2024.

Cassady Schiller Wealth Management held 65 shares of Chubb worth $18K as of Q4 2024.
Cassady Schiller Wealth Management bought 18 Chubb shares in Q4 2024, an estimated $5.11K.
Chubb made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #289 holding.
Cassady Schiller Wealth Management first reported a position in Chubb in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Chubb position peaked at $89.9K in Q1 2024.
1,902 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.