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Gunn & Company Investment Management’s Chubb CB Stock Holding History

Gunn & Company Investment Management’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 		$3.5M Sell
12,143
-147,188
-92% -$40.4M 2.41% 15
2024
Q2 		$40.6M Buy
159,331
+147,701
+1,270% +$37.9M 2.41% 16
2024
Q1 		$3.01M Sell
11,630
-135,172
-92% -$33.2M 2.27% 19
2023
Q4 		$33.2M Buy
+146,802
New +$32.1M 2.19% 25

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 $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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Gunn & Company Investment Management's CB Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its Chubb (CB) stake by 92% in Q3 2024, selling an estimated $40.4M and leaving 12,143 shares worth $3.5M. The position accounts for 2.41% of the portfolio, ranked #15.

Gunn & Company Investment Management first reported a position in CB in Q4 2023 and has held it in 4 quarters since. The position peaked at $40.6M in Q2 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Gunn & Company Investment Management held 12,143 shares of Chubb worth $3.5M as of Q3 2024.
  • Gunn & Company Investment Management sold 147,188 Chubb shares in Q3 2024, an estimated $40.4M.
  • Chubb made up 2.41% of Gunn & Company Investment Management's portfolio in Q3 2024, its #15 holding.
  • Gunn & Company Investment Management first reported a position in Chubb in Q4 2023 and has held it in 4 quarters since.
  • Gunn & Company Investment Management's Chubb position peaked at $40.6M in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.