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Guerra Pan Advisors’s Chubb CB Stock Holding History

Guerra Pan 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
Q1 		– Sell
-1,305
Closed -$295K – 103
2023
Q4 		$295K Hold
1,305
– – 0.28% 81
2023
Q3 		$272K Sell
1,305
-21
-2% -$4.25K 0.31% 75
2023
Q2 		$255K Hold
1,326
– – 0.28% 85
2023
Q1 		$257K Hold
1,326
– – 0.32% 78
2022
Q4 		$293K Hold
1,326
– – 0.4% 68
2022
Q3 		$245K Hold
1,326
– – 0.36% 76
2022
Q2 		$250K Hold
1,326
– – 0.31% 82
2022
Q1 		$279K Hold
1,326
– – 0.34% 76
2021
Q4 		$256K Buy
+1,326
New +$249K 0.25% 91

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guerra Pan Advisors's CB Position: Q1 2024 in Review

Guerra Pan Advisors sold out of Chubb (CB) in Q1 2024, closing a stake of 1,305 shares — an estimated $295K sold.

Guerra Pan Advisors first reported a position in CB in Q4 2021 and held it in 9 quarters. The position peaked at $295K in Q4 2023. 1,699 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Guerra Pan Advisors reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
  • Guerra Pan Advisors sold 1,305 Chubb shares in Q1 2024, an estimated $295K.
  • Guerra Pan Advisors first reported a position in Chubb in Q4 2021 and held it in 9 quarters.
  • Guerra Pan Advisors's Chubb position peaked at $295K in Q4 2023.
  • 1,699 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Guerra Pan Advisors's 13F filing for Q1 2024, filed 13 May 2024.