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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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janiczek Wealth Management's CB Position: Q2 2024 in Review

Janiczek Wealth Management increased its Chubb (CB) stake by 4.1% in Q2 2024, buying an estimated $7.19K and bringing the position to 718 shares worth $183K. The position accounts for 0.04% of the portfolio, ranked #195.

Janiczek Wealth Management first reported a position in CB in Q2 2020 and has held it in 17 quarters since. The position peaked at $209K in Q4 2021. 1,708 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Janiczek Wealth Management held 718 shares of Chubb worth $183K as of Q2 2024.
  • Janiczek Wealth Management bought 28 Chubb shares in Q2 2024, an estimated $7.19K.
  • Chubb made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #195 holding.
  • Janiczek Wealth Management first reported a position in Chubb in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Chubb position peaked at $209K in Q4 2021.
  • 1,708 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.