HGERS
CB icon

Householder Group Estate & Retirement Specialist’s Chubb CB Stock Holding History

Householder Group Estate & Retirement Specialist’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
-4
Closed -$1K – 637
2024
Q3 		$1K Hold
4
– – ﹤0.01% 1085
2024
Q2 		$1K Hold
4
– – ﹤0.01% 1115
2024
Q1 		$1.04K Hold
4
– – ﹤0.01% 1111
2023
Q4 		$0 Hold
4
– – ﹤0.01% 1152
2023
Q3 		$833 Buy
+4
New +$809 ﹤0.01% 1157
2023
Q1 		$1K Hold
4
– – ﹤0.01% 1132
2022
Q4 		$0 Hold
4
– – ﹤0.01% 436
2022
Q3 		$0 Buy
+4
New +$760 ﹤0.01% 1095

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

Householder Group Estate & Retirement Specialist's CB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Chubb (CB) in Q4 2024, closing a stake of 4 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in CB in Q3 2022 and held it in 8 quarters. The position peaked at $1.04K in Q1 2024. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4 Chubb shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Chubb in Q3 2022 and held it in 8 quarters.
  • Householder Group Estate & Retirement Specialist's Chubb position peaked at $1.04K in Q1 2024.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.