FWM
CB icon

Filbrandt Wealth Management’s Chubb CB Stock Holding History

Filbrandt 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
2021
Q3 		$26K Hold
150
– – 0.01% 105
2021
Q2 		$24K Hold
150
– – 0.01% 110
2021
Q1 		$24K Hold
150
– – 0.01% 106
2020
Q4 		$23K Hold
150
– – 0.01% 113
2020
Q3 		$17K Hold
150
– – 0.01% 114
2020
Q2 		$19K Hold
150
– – 0.02% 198
2020
Q1 		$17K Buy
150
+50
+50% +$7.17K 0.02% 108
2019
Q4 		$15K Buy
+100
New +$15.3K 0.01% 127

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Filbrandt Wealth Management's CB Position: Q3 2021 in Review

Filbrandt Wealth Management held its Chubb (CB) position steady in Q3 2021 at 150 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #105.

Filbrandt Wealth Management first reported a position in CB in Q4 2019 and has held it in 8 quarters since. 1,205 funds tracked by Wall St. Rank hold CB as of Q3 2021.

  • Filbrandt Wealth Management held 150 shares of Chubb worth $26K as of Q3 2021.
  • Filbrandt Wealth Management left its Chubb share count unchanged in Q3 2021.
  • Chubb made up 0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #105 holding.
  • Filbrandt Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 8 quarters since.
  • 1,205 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.