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Hobbs Group Advisors’s Chubb CB Stock Holding History

Hobbs Group 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
Q4 		– Sell
-348
Closed -$100K – 225
2024
Q3 		$100K Sell
348
-150
-30% -$41.1K 0.04% 205
2024
Q2 		$127K Buy
+498
New +$128K 0.05% 172
2023
Q4 		$83.8K Buy
+371
New +$81.1K 0.04% 173

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hobbs Group Advisors's CB Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Chubb (CB) in Q4 2024, closing a stake of 348 shares — an estimated $100K sold.

Hobbs Group Advisors first reported a position in CB in Q4 2023 and held it in 3 quarters. The position peaked at $127K in Q2 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 348 Chubb shares in Q4 2024, an estimated $100K.
  • Hobbs Group Advisors first reported a position in Chubb in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Chubb position peaked at $127K in Q2 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.