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Creekmur Asset Management’s Chubb CB Stock Holding History

Creekmur Asset 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
2024
Q3 		– Sell
-63
Closed -$16.2K – 1033
2024
Q2 		$16.2K Buy
63
+5
+9% +$1.28K ﹤0.01% 417
2024
Q1 		$15.1K Hold
58
– – 0.01% 419
2023
Q4 		$13.1K Buy
+58
New +$12.7K ﹤0.01% 490

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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
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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
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Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creekmur Asset Management's CB Position: Q3 2024 in Review

Creekmur Asset Management sold out of Chubb (CB) in Q3 2024, closing a stake of 63 shares — an estimated $16.2K sold.

Creekmur Asset Management first reported a position in CB in Q4 2023 and held it in 3 quarters. The position peaked at $16.2K in Q2 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Creekmur Asset Management reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 63 Chubb shares in Q3 2024, an estimated $16.2K.
  • Creekmur Asset Management first reported a position in Chubb in Q4 2023 and held it in 3 quarters.
  • Creekmur Asset Management's Chubb position peaked at $16.2K in Q2 2024.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.