GSC
CB icon

Ground Swell Capital’s Chubb CB Stock Holding History

Ground Swell Capital’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
-1,087
Closed -$277K – 179
2024
Q2 		$277K Buy
+1,087
New +$279K 0.21% 58
2014
Q3 		$59K Buy
567
+191
+51% +$19.9K 0.11% 176
2014
Q2 		$39K Buy
+376
New +$38.5K 0.08% 204

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
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

Ground Swell Capital's CB Position: Q3 2024 in Review

Ground Swell Capital sold out of Chubb (CB) in Q3 2024, closing a stake of 1,087 shares — an estimated $277K sold.

Ground Swell Capital first reported a position in CB in Q2 2014 and held it in 3 quarters. The position peaked at $277K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Ground Swell Capital reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Ground Swell Capital sold 1,087 Chubb shares in Q3 2024, an estimated $277K.
  • Ground Swell Capital first reported a position in Chubb in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's Chubb position peaked at $277K in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.