Elser Financial Planning’s Chubb CB Stock Holding History

Elser Financial Planning’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	-1,694	Closed	-$432K	–	67
2024 Q2	$432K	Buy	+1,694	New	+$435K	0.07%	61

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Elser Financial Planning's CB Position: Q3 2024 in Review

Elser Financial Planning sold out of Chubb (CB) in Q3 2024, closing a stake of 1,694 shares — an estimated $432K sold.

Elser Financial Planning first reported a position in CB in Q2 2024 and held it in 1 quarter. The position peaked at $432K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

Elser Financial Planning reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
Elser Financial Planning sold 1,694 Chubb shares in Q3 2024, an estimated $432K.
Elser Financial Planning first reported a position in Chubb in Q2 2024 and held it in 1 quarter.
Elser Financial Planning's Chubb position peaked at $432K in Q2 2024.
1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Elser Financial Planning's 13F filing for Q3 2024, filed 17 Oct 2024.