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DCM Advisors’s Chubb CB Stock Holding History

DCM 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
Q2 		– Sell
-1,202
Closed -$311K – 55
2024
Q1 		$311K Sell
1,202
-747
-38% -$184K 0.13% 63
2023
Q4 		$440K Sell
1,949
-75
-4% -$16.4K 0.16% 84
2023
Q3 		$421K Hold
2,024
– – 0.19% 61
2023
Q2 		$390K Hold
2,024
– – 0.17% 60
2023
Q1 		$393K Sell
2,024
-20
-1% -$4.2K 0.18% 57
2022
Q4 		$451K Sell
2,044
-145
-7% -$30.2K 0.22% 54
2022
Q3 		$398K Sell
2,189
-295
-12% -$56K 0.2% 114
2022
Q2 		$489K Buy
2,484
+524
+27% +$108K 0.21% 105
2022
Q1 		$419K Sell
1,960
-284
-13% -$57.7K 0.15% 131
2021
Q4 		$434K Buy
+2,244
New +$422K 0.13% 148

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
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

DCM Advisors's CB Position: Q2 2024 in Review

DCM Advisors sold out of Chubb (CB) in Q2 2024, closing a stake of 1,202 shares — an estimated $311K sold.

DCM Advisors first reported a position in CB in Q4 2021 and held it in 10 quarters. The position peaked at $489K in Q2 2022. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • DCM Advisors reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 1,202 Chubb shares in Q2 2024, an estimated $311K.
  • DCM Advisors first reported a position in Chubb in Q4 2021 and held it in 10 quarters.
  • DCM Advisors's Chubb position peaked at $489K in Q2 2022.
  • 1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.