CWAF
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Core Wealth Advisors (Florida)’s Chubb CB Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-15
Closed -$3.89K – 79
2024
Q1 		$3.89K Buy
+15
New +$3.69K ﹤0.01% 230
2023
Q3 		– Sell
-33
Closed -$6.36K – 240
2023
Q2 		$6.36K Hold
33
– – ﹤0.01% 185
2023
Q1 		$6.41K Hold
33
– – ﹤0.01% 180
2022
Q4 		$7.28K Buy
+33
New +$6.87K ﹤0.01% 183
2020
Q4 		– Sell
-2
Closed – – 179
2020
Q3 		$0 Buy
+2
New +$251 ﹤0.01% 163
2020
Q1 		– Sell
-15
Closed -$2K – 153
2019
Q4 		$2K Buy
+15
New +$2.29K ﹤0.01% 112

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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