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Edge Capital Group’s Chubb CB Stock Holding History

Edge Capital Group’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 		$723K Sell
1
-2,565
-100% -$728K 0.03% 186
2024
Q3 		$740K Sell
2,566
-115
-4% -$31.5K 0.03% 193
2024
Q2 		$684K Sell
2,681
-8
-0.3% -$2.05K 0.03% 191
2024
Q1 		$697K Sell
2,689
-5
-0.2% -$1.23K 0.03% 189
2023
Q4 		$609K Buy
2,694
+169
+7% +$37K 0.03% 193
2023
Q3 		$526K Sell
2,525
-6
-0.2% -$1.21K 0.03% 189
2023
Q2 		$487K Buy
2,531
+788
+45% +$154K 0.03% 217
2023
Q1 		$338K Buy
1,743
+343
+25% +$72.1K 0.02% 244
2022
Q4 		$309K Sell
1,400
-19
-1% -$3.95K 0.02% 239
2022
Q3 		$258K Buy
1,419
+542
+62% +$103K 0.02% 246
2022
Q2 		$189K Sell
877
-541
-38% -$111K 0.02% 272
2022
Q1 		$303K Buy
1,418
+263
+23% +$53.4K 0.02% 246
2021
Q4 		$223K Sell
1,155
-5
-0.4% -$939 0.02% 260
2021
Q3 		$201K Buy
+1,160
New +$203K 0.02% 266
2019
Q3 		– Sell
-2,029
Closed -$299K – 232
2019
Q2 		$299K Buy
+2,029
New +$293K 0.03% 214
2019
Q1 		– Sell
-2,448
Closed -$316K – 234
2018
Q4 		$316K Buy
+2,448
New +$316K 0.03% 194

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

Edge Capital Group's CB Position: Q4 2024 in Review

Edge Capital Group reduced its Chubb (CB) stake by 100% in Q4 2024, selling an estimated $728K and leaving 1 share worth $723K. The position accounts for 0.03% of the portfolio, ranked #186.

Edge Capital Group first reported a position in CB in Q4 2018 and has held it in 16 quarters since. The position peaked at $740K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Edge Capital Group held 1 share of Chubb worth $723K as of Q4 2024.
  • Edge Capital Group sold 2,565 Chubb shares in Q4 2024, an estimated $728K.
  • Chubb made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #186 holding.
  • Edge Capital Group first reported a position in Chubb in Q4 2018 and has held it in 16 quarters since.
  • Edge Capital Group's Chubb position peaked at $740K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.