Fortem Financial Group’s Chubb CB Stock Holding History

Fortem Financial Group’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 Q1	–	Sell	-200	Closed	-$31K	–	206
2020 Q4	$31K	Buy	+200	New	+$28K	0.02%	279

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fortem Financial Group's CB Position: Q1 2021 in Review

Fortem Financial Group sold out of Chubb (CB) in Q1 2021, closing a stake of 200 shares — an estimated $31K sold.

Fortem Financial Group first reported a position in CB in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

Fortem Financial Group reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 200 Chubb shares in Q1 2021, an estimated $31K.
Fortem Financial Group first reported a position in Chubb in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Chubb position peaked at $31K in Q4 2020.
1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.