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Institutional & Family Asset Management’s Chubb CB Stock Holding History

Institutional & Family Asset 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
Q2 		$6.63K Hold
26
– – ﹤0.01% 463
2024
Q1 		$6.74K Sell
26
-5
-16% -$1.23K ﹤0.01% 459
2023
Q4 		$7.01K Hold
31
– – ﹤0.01% 442
2023
Q3 		$6.45K Hold
31
– – ﹤0.01% 429
2023
Q2 		$5.97K Buy
31
+6
+24% +$1.18K ﹤0.01% 454
2023
Q1 		$4.86K Hold
25
– – ﹤0.01% 483
2022
Q4 		$5.51K Hold
25
– – ﹤0.01% 456
2022
Q3 		$5K Hold
25
– – ﹤0.01% 471
2022
Q2 		$5K Hold
25
– – ﹤0.01% 484
2022
Q1 		$5K Hold
25
– – ﹤0.01% 538
2021
Q4 		$5K Hold
25
– – ﹤0.01% 553
2021
Q3 		$4K Hold
25
– – ﹤0.01% 693
2021
Q2 		$4K Hold
25
– – ﹤0.01% 738
2021
Q1 		$4K Hold
25
– – ﹤0.01% 709
2020
Q4 		$4K Hold
25
– – ﹤0.01% 664
2020
Q3 		$3K Sell
25
-875
-97% -$110K ﹤0.01% 635
2020
Q2 		$114K Sell
900
-6
-0.7% -$695 0.02% 221
2020
Q1 		$101K Buy
906
+8
+0.9% +$1.15K 0.02% 203
2019
Q4 		$140K Sell
898
-160
-15% -$24.5K 0.03% 198
2019
Q3 		$171K Sell
1,058
-10
-0.9% -$1.55K 0.04% 169
2019
Q2 		$157K Sell
1,068
-245
-19% -$35.4K 0.03% 181
2019
Q1 		$184K Hold
1,313
– – 0.04% 181
2018
Q4 		$170K Hold
1,313
– – 0.04% 178
2018
Q3 		$175K Sell
1,313
-23
-2% -$3.11K 0.03% 199
2018
Q2 		$170K Buy
1,336
+71
+6% +$9.43K 0.04% 197
2018
Q1 		$173K Buy
+1,265
New +$183K 0.04% 180

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's CB Position: Q2 2024 in Review

Institutional & Family Asset Management held its Chubb (CB) position steady in Q2 2024 at 26 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Institutional & Family Asset Management first reported a position in CB in Q1 2018 and has held it in 26 quarters since. The position peaked at $184K in Q1 2019. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Institutional & Family Asset Management held 26 shares of Chubb worth $6.63K as of Q2 2024.
  • Institutional & Family Asset Management left its Chubb share count unchanged in Q2 2024.
  • Chubb made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #463 holding.
  • Institutional & Family Asset Management first reported a position in Chubb in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Chubb position peaked at $184K in Q1 2019.
  • 1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.