Contravisory Investment Management’s Chubb CB Stock Holding History

Contravisory Investment 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
2025 Q1	–	Sell	-5	Closed	-$1.38K	–	385
2024 Q4	$1.38K	Buy	+5	New	+$1.42K	﹤0.01%	366
2023 Q3	–	Sell	-1,904	Closed	-$367K	–	335
2023 Q2	$367K	Sell	1,904 -5	-0.3%	-$980	0.1%	148
2023 Q1	$371K	Buy	1,909 +45	+2%	+$9.46K	0.1%	136
2022 Q4	$411K	Buy	1,864 +269	+17%	+$56K	0.11%	112
2022 Q3	$290K	Buy	1,595 +47	+3%	+$8.93K	0.1%	139
2022 Q2	$304K	Buy	+1,548	New	+$319K	0.1%	141
2020 Q2	–	Sell	-29,998	Closed	-$3.35M	–	263
2020 Q1	$3.35M	Sell	29,998 -1,453	-5%	-$208K	1.49%	36
2019 Q4	$4.9M	Sell	31,451 -19	-0.1%	-$2.91K	1.79%	23
2019 Q3	$5.08M	Buy	31,470 +31,023	+6,940%	+$4.8M	1.93%	16
2019 Q2	$66K	Buy	+447	New	+$64.5K	0.03%	204
2018 Q1	–	Sell	-92	Closed	-$13K	–	349
2017 Q4	$13K	Hold	92	–	–	﹤0.01%	260
2017 Q3	$13K	Buy	+92	New	+$13.3K	﹤0.01%	263

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

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

Fidelity Investments

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

T. Rowe Price Associates

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

Capital World Investors

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors

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

Geode Capital Management

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