Gateway Advisory’s Chubb CB Stock Holding History

Gateway Advisory’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	$484K	Buy	1,679 +308	+22%	+$84.4K	0.08%	93
2024 Q2	$350K	Buy	+1,371	New	+$352K	0.06%	109

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Gateway Advisory's CB Position: Q3 2024 in Review

Gateway Advisory increased its Chubb (CB) stake by 22% in Q3 2024, buying an estimated $84.4K and bringing the position to 1,679 shares worth $484K. The position accounts for 0.08% of the portfolio, ranked #93.

Gateway Advisory first reported a position in CB in Q2 2024 and has held it in 2 quarters since. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

Gateway Advisory held 1,679 shares of Chubb worth $484K as of Q3 2024.
Gateway Advisory bought 308 Chubb shares in Q3 2024, an estimated $84.4K.
Chubb made up 0.08% of Gateway Advisory's portfolio in Q3 2024, its #93 holding.
Gateway Advisory first reported a position in Chubb in Q2 2024 and has held it in 2 quarters since.
1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.