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Great Diamond Partners’s Chubb CB Stock Holding History

Great Diamond Partners’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 		– Sell
-858
Closed -$219K – 197
2024
Q2 		$219K Hold
858
– – 0.05% 199
2024
Q1 		$222K Buy
+858
New +$211K 0.05% 209
2020
Q2 		– Sell
-11,052
Closed -$1.23M – 148
2020
Q1 		$1.23M Buy
11,052
+324
+3% +$46.5K 0.64% 41
2019
Q4 		$1.67M Buy
+10,728
New +$1.64M 0.63% 39

Other funds holding CB

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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

Great Diamond Partners's CB Position: Q3 2024 in Review

Great Diamond Partners sold out of Chubb (CB) in Q3 2024, closing a stake of 858 shares — an estimated $219K sold.

Great Diamond Partners first reported a position in CB in Q4 2019 and held it in 4 quarters. The position peaked at $1.67M in Q4 2019. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Great Diamond Partners reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Great Diamond Partners sold 858 Chubb shares in Q3 2024, an estimated $219K.
  • Great Diamond Partners first reported a position in Chubb in Q4 2019 and held it in 4 quarters.
  • Great Diamond Partners's Chubb position peaked at $1.67M in Q4 2019.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Great Diamond Partners's 13F filing for Q3 2024, filed 25 Oct 2024.