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Dennis R. Delaney’s Chubb CB Stock Holding History

Dennis R. Delaney’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
2023
Q3 		– Sell
-1,581
Closed -$304K – 46
2023
Q2 		$304K Buy
+1,581
New +$310K 0.19% 47
2023
Q1 		– Sell
-1,000
Closed -$221K – 50
2022
Q4 		$221K Buy
+1,000
New +$208K 0.2% 47
2020
Q2 		$1.31M Sell
10,320
-2,416
-19% -$280K 1.75% 23
2020
Q1 		$1.42M Sell
12,736
-1,194
-9% -$171K 2.23% 17
2019
Q4 		$2.17M Sell
13,930
-44
-0.3% -$6.73K 2.78% 14
2019
Q3 		$2.26M Sell
13,974
-50
-0.4% -$7.74K 3.07% 12
2019
Q2 		$2.06M Hold
14,024
– – 2.76% 14
2019
Q1 		$1.96M Buy
14,024
+215
+2% +$28.6K 2.65% 15
2018
Q4 		$1.78M Sell
13,809
-1,400
-9% -$181K 2.76% 14
2018
Q3 		$2.03M Buy
15,209
+1,420
+10% +$192K 2.65% 15
2018
Q2 		$1.75M Buy
13,789
+537
+4% +$71.4K 2.52% 16
2018
Q1 		$1.81M Sell
13,252
-342
-3% -$49.5K 2.55% 16
2017
Q4 		$1.99M Buy
13,594
+5,498
+68% +$821K 2.66% 17
2017
Q3 		$1.15M Buy
8,096
+50
+0.6% +$7.24K 2.24% 21
2017
Q2 		$1.17M Buy
8,046
+225
+3% +$31.7K 2.36% 19
2017
Q1 		$1.07M Buy
7,821
+433
+6% +$58.2K 2.23% 20
2016
Q4 		$976K Buy
7,388
+475
+7% +$60.6K 2.09% 19
2016
Q3 		$869K Buy
6,913
+565
+9% +$71.7K 1.85% 21
2016
Q2 		$829K Buy
6,348
+1,002
+19% +$124K 1.77% 23
2016
Q1 		$637K Buy
+5,346
New +$614K 1.38% 27

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dennis R. Delaney's CB Position: Q3 2023 in Review

Dennis R. Delaney sold out of Chubb (CB) in Q3 2023, closing a stake of 1,581 shares — an estimated $304K sold.

Dennis R. Delaney first reported a position in CB in Q1 2016 and held it in 20 quarters. The position peaked at $2.26M in Q3 2019. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • Dennis R. Delaney reported no remaining Chubb position as of Q3 2023 after selling out during the quarter.
  • Dennis R. Delaney sold 1,581 Chubb shares in Q3 2023, an estimated $304K.
  • Dennis R. Delaney first reported a position in Chubb in Q1 2016 and held it in 20 quarters.
  • Dennis R. Delaney's Chubb position peaked at $2.26M in Q3 2019.
  • 1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Dennis R. Delaney's 13F filing for Q3 2023, filed 14 Nov 2023.