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Geller Advisors’s Chubb CB Stock Holding History

Geller Advisors’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
Q4 		$513K Sell
1,851
-70
-4% -$19.9K 0.03% 128
2024
Q3 		$556K Buy
1,921
+53
+3% +$14.5K 0.04% 126
2024
Q2 		$478K Buy
1,868
+41
+2% +$10.5K 0.04% 147
2024
Q1 		$475K Buy
1,827
+76
+4% +$18.7K 0.04% 154
2023
Q4 		$397K Sell
1,751
-33
-2% -$7.22K 0.04% 165
2023
Q3 		$373K Buy
1,784
+12
+0.7% +$2.43K 0.04% 157
2023
Q2 		$343K Buy
1,772
+555
+46% +$109K 0.04% 164
2023
Q1 		$237K Sell
1,217
-404
-25% -$84.9K 0.04% 153
2022
Q4 		$359K Buy
1,621
+7
+0.4% +$1.46K 0.06% 76
2022
Q3 		$295K Buy
1,614
+144
+10% +$27.3K 0.06% 82
2022
Q2 		$290K Hold
1,470
– – 0.06% 89
2022
Q1 		$316K Sell
1,470
-70
-5% -$14.2K 0.06% 100
2021
Q4 		$299K Sell
1,540
-2
-0.1% -$376 0.06% 116
2021
Q3 		$269K Buy
1,542
+136
+10% +$23.8K 0.06% 116
2021
Q2 		$225K Buy
1,406
+16
+1% +$2.65K 0.05% 121
2021
Q1 		$221K Buy
1,390
+469
+51% +$75.6K 0.05% 113
2020
Q4 		$208K Buy
+921
New +$129K 0.05% 110
2020
Q2 		– Sell
-3,971
Closed -$447K – 85
2020
Q1 		$447K Buy
3,971
+2,659
+203% +$381K 0.13% 26
2019
Q4 		$205K Sell
1,312
-185
-12% -$28.3K 0.06% 54
2019
Q3 		$243K Buy
+1,497
New +$232K 0.09% 53

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geller Advisors's CB Position: Q4 2024 in Review

Geller Advisors reduced its Chubb (CB) stake by 3.6% in Q4 2024, selling an estimated $19.9K and leaving 1,851 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #128.

Geller Advisors first reported a position in CB in Q3 2019 and has held it in 20 quarters since. The position peaked at $556K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Geller Advisors held 1,851 shares of Chubb worth $513K as of Q4 2024.
  • Geller Advisors sold 70 Chubb shares in Q4 2024, an estimated $19.9K.
  • Chubb made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #128 holding.
  • Geller Advisors first reported a position in Chubb in Q3 2019 and has held it in 20 quarters since.
  • Geller Advisors's Chubb position peaked at $556K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.