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Credential Qtrade Securities’s Chubb CB Stock Holding History

Credential Qtrade Securities’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 		$186K Sell
718
-106
-13% -$26.1K 0.01% 236
2023
Q4 		$186K Buy
+824
New +$180K 0.01% 225
2023
Q2 		– Sell
-11
Closed -$2.13K – 383
2023
Q1 		$2.13K Sell
11
-8
-42% -$1.68K ﹤0.01% 357
2022
Q4 		$4.19K Hold
19
– – ﹤0.01% 303
2022
Q3 		$3.46K Hold
19
– – ﹤0.01% 325
2022
Q2 		$3.73K Sell
19
-2
-10% -$412 ﹤0.01% 320
2022
Q1 		$4.49K Hold
21
– – ﹤0.01% 322
2021
Q4 		$4.06K Hold
21
– – ﹤0.01% 331
2021
Q3 		$3.64K Hold
21
– – ﹤0.01% 320
2021
Q2 		$3.34K Hold
21
– – ﹤0.01% 338
2021
Q1 		$3.32K Hold
21
– – ﹤0.01% 324
2020
Q4 		$3.23K Sell
21
-30
-59% -$4.21K ﹤0.01% 311
2020
Q3 		$5.92K Buy
51
+7
+16% +$879 ﹤0.01% 270
2020
Q2 		$5.57K Buy
44
+7
+19% +$811 ﹤0.01% 265
2020
Q1 		$4.13K Sell
37
-111
-75% -$15.9K ﹤0.01% 273
2019
Q4 		$23K Buy
+148
New +$22.6K ﹤0.01% 237

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

Credential Qtrade Securities's CB Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Chubb (CB) stake by 13% in Q1 2024, selling an estimated $26.1K and leaving 718 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #236.

Credential Qtrade Securities first reported a position in CB in Q4 2019 and has held it in 16 quarters since. The position peaked at $186K in Q4 2023. 1,697 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Credential Qtrade Securities held 718 shares of Chubb worth $186K as of Q1 2024.
  • Credential Qtrade Securities sold 106 Chubb shares in Q1 2024, an estimated $26.1K.
  • Chubb made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #236 holding.
  • Credential Qtrade Securities first reported a position in Chubb in Q4 2019 and has held it in 16 quarters since.
  • Credential Qtrade Securities's Chubb position peaked at $186K in Q4 2023.
  • 1,697 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.