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First Trust Investment Solutions’s Chubb CB Stock Holding History

First Trust Investment Solutions’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 		$2.27M Buy
7,873
+18
+0.2% +$4.93K 0.26% 82
2024
Q2 		$2M Buy
7,855
+6
+0.1% +$1.54K 0.28% 93
2024
Q1 		$2.03M Buy
7,849
+6,872
+703% +$1.69M 0.36% 69
2023
Q4 		$221K Buy
+977
New +$214K 0.05% 220

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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 Trust Investment Solutions's CB Position: Q3 2024 in Review

First Trust Investment Solutions increased its Chubb (CB) stake by 0.23% in Q3 2024, buying an estimated $4.93K and bringing the position to 7,873 shares worth $2.27M. The position accounts for 0.26% of the portfolio, ranked #82.

First Trust Investment Solutions first reported a position in CB in Q4 2023 and has held it in 4 quarters since. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • First Trust Investment Solutions held 7,873 shares of Chubb worth $2.27M as of Q3 2024.
  • First Trust Investment Solutions bought 18 Chubb shares in Q3 2024, an estimated $4.93K.
  • Chubb made up 0.26% of First Trust Investment Solutions's portfolio in Q3 2024, its #82 holding.
  • First Trust Investment Solutions first reported a position in Chubb in Q4 2023 and has held it in 4 quarters since.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.