Delap Wealth Advisory’s Chubb CB Stock Holding History

Delap Wealth Advisory’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	-1,213	Closed	-$314K	–	149
2024 Q1	$314K	Buy	+1,213	New	+$298K	0.13%	146

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Delap Wealth Advisory's CB Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Chubb (CB) in Q2 2024, closing a stake of 1,213 shares — an estimated $314K sold.

Delap Wealth Advisory first reported a position in CB in Q1 2024 and held it in 1 quarter. The position peaked at $314K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CB as of Q2 2024.

Delap Wealth Advisory reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,213 Chubb shares in Q2 2024, an estimated $314K.
Delap Wealth Advisory first reported a position in Chubb in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Chubb position peaked at $314K in Q1 2024.
1,706 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.