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Doyle Wealth Management’s Chubb CB Stock Holding History

Doyle Wealth 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
2022
Q3 		$9.85M Sell
54,158
-916
-2% -$174K 0.85% 46
2022
Q2 		$10.8M Sell
55,074
-1,246
-2% -$257K 0.87% 46
2022
Q1 		$12M Sell
56,320
-631
-1% -$128K 0.87% 46
2021
Q4 		$11M Sell
56,951
-928
-2% -$174K 0.79% 51
2021
Q3 		$10M Sell
57,879
-786
-1% -$138K 0.8% 50
2021
Q2 		$9.32M Buy
58,665
+117
+0.2% +$19.4K 0.77% 53
2021
Q1 		$9.25M Sell
58,548
-979
-2% -$158K 0.89% 43
2020
Q4 		$9.16M Sell
59,527
-7,267
-11% -$1.02M 0.93% 40
2020
Q3 		$7.76M Buy
66,794
+4,278
+7% +$537K 0.9% 42
2020
Q2 		$7.92M Buy
62,516
+7,819
+14% +$906K 1.04% 39
2020
Q1 		$6.11M Buy
54,697
+2,558
+5% +$367K 0.97% 39
2019
Q4 		$8.12M Buy
52,139
+2,372
+5% +$363K 1.01% 41
2019
Q3 		$8.03M Sell
49,767
-572
-1% -$88.5K 1.11% 42
2019
Q2 		$7.41M Sell
50,339
-933
-2% -$135K 1.03% 40
2019
Q1 		$7.42M Sell
51,272
-1,104
-2% -$147K 1.08% 41
2018
Q4 		$6.77M Sell
52,376
-61
-0.1% -$7.88K 1.14% 32
2018
Q3 		$7.01M Sell
52,437
-1,329
-2% -$180K 1.09% 37
2018
Q2 		$6.83M Buy
53,766
+1,247
+2% +$166K 1.13% 36
2018
Q1 		$7.18M Buy
52,519
+2,233
+4% +$323K 1.21% 33
2017
Q4 		$7.35M Buy
50,286
+221
+0.4% +$33K 1.24% 31
2017
Q3 		$7.14M Buy
50,065
+2,133
+4% +$309K 1.25% 34
2017
Q2 		$6.97M Buy
47,932
+2,622
+6% +$369K 1.29% 35
2017
Q1 		$6.17M Buy
+45,310
New +$6.09M 1.26% 31

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's CB Position: Q3 2022 in Review

Doyle Wealth Management reduced its Chubb (CB) stake by 1.7% in Q3 2022, selling an estimated $174K and leaving 54,158 shares worth $9.85M. The position accounts for 0.85% of the portfolio, ranked #46.

Doyle Wealth Management first reported a position in CB in Q1 2017 and has held it in 23 quarters since. The position peaked at $12M in Q1 2022. 1,359 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Doyle Wealth Management held 54,158 shares of Chubb worth $9.85M as of Q3 2022.
  • Doyle Wealth Management sold 916 Chubb shares in Q3 2022, an estimated $174K.
  • Chubb made up 0.85% of Doyle Wealth Management's portfolio in Q3 2022, its #46 holding.
  • Doyle Wealth Management first reported a position in Chubb in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Chubb position peaked at $12M in Q1 2022.
  • 1,359 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.