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Criterion Capital Advisors’s Chubb CB Stock Holding History

Criterion Capital Advisors’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 		$2.21M Hold
8,683
– – 1.39% 19
2024
Q3 		$2.21M Hold
8,683
– – 1.39% 19
2024
Q2 		$2.21M Buy
8,683
+405
+5% +$104K 1.39% 19
2024
Q1 		$2.15M Sell
8,278
-624
-7% -$153K 1.43% 18
2023
Q4 		$2.01M Buy
+8,902
New +$1.95M 1.46% 18

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

Criterion Capital Advisors's CB Position: Q4 2024 in Review

Criterion Capital Advisors held its Chubb (CB) position steady in Q4 2024 at 8,683 shares worth $2.21M. The position accounts for 1.39% of the portfolio, ranked #19.

Criterion Capital Advisors first reported a position in CB in Q4 2023 and has held it in 5 quarters since. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Criterion Capital Advisors held 8,683 shares of Chubb worth $2.21M as of Q4 2024.
  • Criterion Capital Advisors left its Chubb share count unchanged in Q4 2024.
  • Chubb made up 1.39% of Criterion Capital Advisors's portfolio in Q4 2024, its #19 holding.
  • Criterion Capital Advisors first reported a position in Chubb in Q4 2023 and has held it in 5 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.