Catalyst Wealth Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.45M Buy
7,472
+538
+8% +$113K 1.36% 23
2022
Q4
$1.53M Buy
+6,934
New +$1.44M 1.44% 21

Other funds holding CB

Catalyst Wealth Management's CB Position: Q1 2023 in Review

Catalyst Wealth Management increased its Chubb (CB) stake by 7.8% in Q1 2023, buying an estimated $113K and bringing the position to 7,472 shares worth $1.45M. The position accounts for 1.36% of the portfolio, ranked #23.

Catalyst Wealth Management first reported a position in CB in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.53M in Q4 2022. 1,464 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Catalyst Wealth Management held 7,472 shares of Chubb worth $1.45M as of Q1 2023.
  • Catalyst Wealth Management bought 538 Chubb shares in Q1 2023, an estimated $113K.
  • Chubb made up 1.36% of Catalyst Wealth Management's portfolio in Q1 2023, its #23 holding.
  • Catalyst Wealth Management first reported a position in Chubb in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Chubb position peaked at $1.53M in Q4 2022.
  • 1,464 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.