Code Waechter’s Chubb CB Stock Holding History

Code Waechter’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	–	Sell	-848	Closed	-$245K	–	102
2024 Q3	$245K	Buy	+848	New	+$232K	0.23%	85

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Code Waechter's CB Position: Q4 2024 in Review

Code Waechter sold out of Chubb (CB) in Q4 2024, closing a stake of 848 shares — an estimated $245K sold.

Code Waechter first reported a position in CB in Q3 2024 and held it in 1 quarter. The position peaked at $245K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

Code Waechter reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
Code Waechter sold 848 Chubb shares in Q4 2024, an estimated $245K.
Code Waechter first reported a position in Chubb in Q3 2024 and held it in 1 quarter.
Code Waechter's Chubb position peaked at $245K in Q3 2024.
1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Code Waechter's 13F filing for Q4 2024, filed 13 Jan 2025.