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Cetera Advisors’s Chubb CB Stock Holding History

Cetera Advisors’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
Q1 		$6.02M Buy
23,232
+8,399
+57% +$2.07M 0.05% 394
2023
Q4 		$3.35M Buy
14,833
+423
+3% +$92.5K 0.05% 368
2023
Q3 		$3M Buy
14,410
+5,370
+59% +$1.09M 0.05% 358
2023
Q2 		$1.74M Buy
9,040
+248
+3% +$48.6K 0.03% 510
2023
Q1 		$1.71M Buy
8,792
+248
+3% +$52.1K 0.03% 502
2022
Q4 		$1.88M Buy
8,544
+2,934
+52% +$610K 0.03% 463
2022
Q3 		$1.02M Sell
5,610
-132
-2% -$25.1K 0.03% 524
2022
Q2 		$1.13M Buy
5,742
+1,179
+26% +$243K 0.03% 530
2022
Q1 		$976K Buy
4,563
+752
+20% +$153K 0.02% 618
2021
Q4 		$737K Sell
3,811
-325
-8% -$61K 0.01% 721
2021
Q3 		$718K Buy
4,136
+528
+15% +$92.6K 0.01% 725
2021
Q2 		$573K Buy
3,608
+890
+33% +$148K 0.01% 761
2021
Q1 		$429K Buy
2,718
+469
+21% +$75.6K 0.01% 797
2020
Q4 		$346K Buy
2,249
+20
+0.9% +$2.8K 0.01% 774
2020
Q3 		$259K Sell
2,229
-370
-14% -$46.5K 0.01% 791
2020
Q2 		$329K Sell
2,599
-935
-26% -$108K 0.01% 674
2020
Q1 		$395K Sell
3,534
-273
-7% -$39.1K 0.02% 528
2019
Q4 		$592K Buy
3,807
+6
+0.2% +$918 0.03% 505
2019
Q3 		$612K Buy
3,801
+785
+26% +$121K 0.03% 477
2019
Q2 		$446K Buy
3,016
+334
+12% +$48.2K 0.02% 592
2019
Q1 		$381K Buy
2,682
+409
+18% +$54.4K 0.02% 574
2018
Q4 		$292K Sell
2,273
-243
-10% -$31.4K 0.02% 636
2018
Q3 		$334K Buy
2,516
+688
+38% +$93.1K 0.02% 694
2018
Q2 		$231K Buy
1,828
+204
+13% +$27.1K 0.01% 763
2018
Q1 		$213K Sell
1,624
-1,796
-53% -$260K 0.01% 715
2017
Q4 		$501K Buy
3,420
+14
+0.4% +$2.09K 0.03% 438
2017
Q3 		$488K Buy
3,406
+648
+23% +$93.8K 0.03% 470
2017
Q2 		$401K Buy
2,758
+263
+11% +$37K 0.03% 533
2017
Q1 		$340K Buy
2,495
+746
+43% +$100K 0.02% 544
2016
Q4 		$233K Buy
+1,749
New +$223K 0.02% 588

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Cetera Advisors's CB Position: Q1 2024 in Review

Cetera Advisors increased its Chubb (CB) stake by 57% in Q1 2024, buying an estimated $2.07M and bringing the position to 23,232 shares worth $6.02M. The position accounts for 0.05% of the portfolio, ranked #394.

Cetera Advisors first reported a position in CB in Q4 2016 and has held it in 30 quarters since. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Cetera Advisors held 23,232 shares of Chubb worth $6.02M as of Q1 2024.
  • Cetera Advisors bought 8,399 Chubb shares in Q1 2024, an estimated $2.07M.
  • Chubb made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #394 holding.
  • Cetera Advisors first reported a position in Chubb in Q4 2016 and has held it in 30 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.