JWM
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Janiczek Wealth Management’s Chubb CB Stock Holding History

Janiczek 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
2024
Q2 		$183K Buy
718
+28
+4% +$7.19K 0.04% 195
2024
Q1 		$179K Hold
690
– – 0.04% 192
2023
Q4 		$156K Buy
690
+29
+4% +$6.34K 0.04% 203
2023
Q3 		$138K Buy
661
+14
+2% +$2.83K 0.04% 197
2023
Q2 		$125K Buy
647
+17
+3% +$3.33K 0.03% 185
2023
Q1 		$123K Sell
630
-1
-0.2% -$210 0.04% 183
2022
Q4 		$142K Sell
631
-17
-3% -$3.54K 0.04% 172
2022
Q3 		$120K Buy
648
+15
+2% +$2.85K 0.04% 168
2022
Q2 		$119K Sell
633
-284
-31% -$58.5K 0.04% 180
2022
Q1 		$196K Sell
917
-162
-15% -$32.9K 0.05% 120
2021
Q4 		$209K Buy
1,079
+106
+11% +$19.9K 0.06% 99
2021
Q3 		$169K Buy
973
+353
+57% +$61.9K 0.06% 112
2021
Q2 		$99K Buy
620
+47
+8% +$7.79K 0.04% 157
2021
Q1 		$91K Buy
573
+103
+22% +$16.6K 0.04% 151
2020
Q4 		$72K Buy
470
+334
+246% +$46.8K 0.03% 144
2020
Q3 		$16K Buy
136
+67
+97% +$8.42K 0.01% 177
2020
Q2 		$9K Buy
+69
New +$8K 0.01% 149

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