Holloway Wealth Management’s Chubb CB Stock Holding History

Holloway Wealth 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
2022 Q1	–	Hold	0	–	–	–	218
2019 Q4	–	Hold	0	–	–	–	130
2019 Q3	–	Hold	0	–	–	–	122
2019 Q2	–	Hold	0	–	–	–	158
2019 Q1	–	Hold	0	–	–	–	135
2018 Q4	–	Hold	0	–	–	–	148
2018 Q3	–	Hold	0	–	–	–	102
2018 Q2	–	Hold	0	–	–	–	134
2018 Q1	–	Hold	0	–	–	–	132
2017 Q4	–	Hold	0	–	–	–	148
2017 Q3	–	Hold	0	–	–	–	137
2017 Q2	–	Hold	0	–	–	–	140
2017 Q1	–	Hold	0	–	–	–	141
2016 Q4	–	Hold	0	–	–	–	146

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

Wellington Management Group

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

T. Rowe Price Associates

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

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

Capital International Investors

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

Massachusetts Financial Services

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

Capital World Investors

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

Fidelity Investments

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

JP Morgan Chase

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