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First Personal Financial Services’s Chubb CB Stock Holding History

First Personal Financial Services’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 		$577 Buy
+2
New +$548 ﹤0.01% 384
2023
Q1 		– Sell
-212
Closed -$46.8K – 409
2022
Q4 		$46.8K Hold
212
– – 0.01% 215
2022
Q3 		$39K Hold
212
– – 0.01% 214
2022
Q2 		$42K Hold
212
– – 0.01% 188
2022
Q1 		$45K Sell
212
-26
-11% -$5.28K 0.01% 200
2021
Q4 		$46K Buy
238
+26
+12% +$4.88K 0.01% 202
2021
Q3 		$37K Hold
212
– – 0.01% 211
2021
Q2 		$34K Buy
+212
New +$35.1K 0.01% 222
2020
Q1 		– Sell
-22
Closed -$3K – 329
2019
Q4 		$3K Hold
22
– – ﹤0.01% 329
2019
Q3 		$4K Sell
22
-5,500
-100% -$851K ﹤0.01% 399
2019
Q2 		$813K Buy
5,522
+22
+0.4% +$3.18K 0.23% 87
2019
Q1 		$770K Hold
5,500
– – 0.23% 87
2018
Q4 		$710K Hold
5,500
– – 0.24% 84
2018
Q3 		$735K Hold
5,500
– – 0.23% 89
2018
Q2 		$699K Sell
5,500
-129
-2% -$17.1K 0.23% 91
2018
Q1 		$770K Hold
5,629
– – 0.17% 114
2017
Q4 		$823K Sell
5,629
-475
-8% -$71K 0.16% 115
2017
Q3 		$870K Sell
6,104
-584
-9% -$84.5K 0.18% 109
2017
Q2 		$972K Buy
6,688
+5,975
+838% +$841K 0.21% 99
2017
Q1 		$97K Hold
713
– – 0.02% 298
2016
Q4 		$94K Buy
713
+584
+453% +$74.5K 0.02% 288
2016
Q3 		$16K Sell
129
-123
-49% -$15.6K ﹤0.01% 475
2016
Q2 		$33K Buy
252
+153
+155% +$18.9K 0.01% 339
2016
Q1 		$12K Buy
99
+80
+421% +$9.19K 0.01% 254
2015
Q4 		$2K Buy
+19
New +$2.15K ﹤0.01% 359

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

First Personal Financial Services's CB Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Chubb (CB) in Q3 2024: 2 shares worth $577. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in CB as recently as Q4 2022.

First Personal Financial Services first reported a position in CB in Q4 2015 and has held it in 25 quarters since. The position peaked at $972K in Q2 2017. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • First Personal Financial Services held 2 shares of Chubb worth $577 as of Q3 2024.
  • Chubb was a new First Personal Financial Services position in Q3 2024.
  • Chubb made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #384 holding.
  • First Personal Financial Services first reported a position in Chubb in Q4 2015 and has held it in 25 quarters since.
  • First Personal Financial Services's Chubb position peaked at $972K in Q2 2017.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.