Evelyn V. Moreno’s Chubb CB Stock Holding History

Evelyn V. Moreno’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 Q4	$328K	Hold	1,450	–	–	0.15%	97
2023 Q3	$302K	Buy	+1,450	New	+$293K	0.07%	104

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn V. Moreno's CB Position: Q4 2023 in Review

Evelyn V. Moreno held its Chubb (CB) position steady in Q4 2023 at 1,450 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #97.

Evelyn V. Moreno first reported a position in CB in Q3 2023 and has held it in 2 quarters since. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Evelyn V. Moreno held 1,450 shares of Chubb worth $328K as of Q4 2023.
Evelyn V. Moreno left its Chubb share count unchanged in Q4 2023.
Chubb made up 0.15% of Evelyn V. Moreno's portfolio in Q4 2023, its #97 holding.
Evelyn V. Moreno first reported a position in Chubb in Q3 2023 and has held it in 2 quarters since.
1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.