Gyroscope Capital Management Group’s Chubb CB Stock Holding History

Gyroscope Capital Management Group’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
2023 Q3	$229K	Buy	+1,100	New	+$222K	0.05%	192
2023 Q2	–	Sell	-1,700	Closed	-$330K	–	195
2023 Q1	$330K	Buy	+1,700	New	+$357K	0.08%	138
2021 Q4	–	Sell	-38,888	Closed	-$6.75M	–	120
2021 Q3	$6.75M	Buy	38,888 +702	+2%	+$123K	2.55%	13
2021 Q2	$6.07M	Sell	38,186 -117	-0.3%	-$19.4K	2.13%	23
2021 Q1	$6.05M	Buy	+38,303	New	+$6.17M	2.42%	18
2020 Q2	–	Sell	-3,979	Closed	-$444K	–	115
2020 Q1	$444K	Buy	3,979 +546	+16%	+$78.3K	0.21%	92
2019 Q4	$534K	Buy	3,433 +420	+14%	+$64.3K	0.19%	94
2019 Q3	$471K	Buy	3,013 +429	+17%	+$66.4K	0.19%	94
2019 Q2	$387K	Buy	+2,584	New	+$373K	0.15%	103

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gyroscope Capital Management Group's CB Position: Q3 2023 in Review

Gyroscope Capital Management Group opened a new position in Chubb (CB) in Q3 2023: 1,100 shares worth $229K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings. This is a return to the name: Gyroscope Capital Management Group previously reported a position in CB as recently as Q1 2023.

Gyroscope Capital Management Group first reported a position in CB in Q2 2019 and has held it in 9 quarters since. The position peaked at $6.75M in Q3 2021. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

Gyroscope Capital Management Group held 1,100 shares of Chubb worth $229K as of Q3 2023.
Chubb was a new Gyroscope Capital Management Group position in Q3 2023.
Chubb made up 0.05% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #192 holding.
Gyroscope Capital Management Group first reported a position in Chubb in Q2 2019 and has held it in 9 quarters since.
Gyroscope Capital Management Group's Chubb position peaked at $6.75M in Q3 2021.
1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.