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EdgeRock Capital’s Chubb CB Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-193
Closed -$49.2K – 95
2024
Q2 		$49.2K Buy
+193
New +$49.6K 0.04% 111
2024
Q1 		– Sell
-140
Closed -$34.5K – 116
2023
Q4 		$34.5K Buy
+140
New +$30.6K 0.03% 138

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EdgeRock Capital's CB Position: Q3 2024 in Review

EdgeRock Capital sold out of Chubb (CB) in Q3 2024, closing a stake of 193 shares — an estimated $49.2K sold.

EdgeRock Capital first reported a position in CB in Q4 2023 and held it in 2 quarters. The position peaked at $49.2K in Q2 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • EdgeRock Capital reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 193 Chubb shares in Q3 2024, an estimated $49.2K.
  • EdgeRock Capital first reported a position in Chubb in Q4 2023 and held it in 2 quarters.
  • EdgeRock Capital's Chubb position peaked at $49.2K in Q2 2024.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.