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
2018 Q1	–	Sell	-200	Closed	-$1K	–	794
2017 Q4	$1K	Buy	+200	New	+$29.9K	﹤0.01%	779

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.