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KB Financial Partners’s Chubb CB Stock Holding History

KB Financial Partners’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
2023
Q3 		$46K Buy
220
+27
+14% +$5.46K 0.01% 264
2023
Q2 		$37K Sell
193
-2,680
-93% -$525K 0.01% 294
2023
Q1 		$558K Sell
2,873
-2
-0.1% -$420 0.16% 78
2022
Q4 		$634K Sell
2,875
-30
-1% -$6.24K 0.22% 63
2022
Q3 		$528K Buy
2,905
+454
+19% +$86.2K 0.19% 69
2022
Q2 		$482K Sell
2,451
-370
-13% -$76.2K 0.17% 69
2022
Q1 		$603K Buy
2,821
+182
+7% +$37K 0.17% 57
2021
Q4 		$510K Buy
2,639
+270
+11% +$50.7K 0.15% 70
2021
Q3 		$411K Buy
2,369
+57
+2% +$9.99K 0.15% 88
2021
Q2 		$367K Buy
2,312
+418
+22% +$69.3K 0.14% 88
2021
Q1 		$299K Buy
+1,894
New +$305K 0.13% 88

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KB Financial Partners's CB Position: Q3 2023 in Review

KB Financial Partners increased its Chubb (CB) stake by 14% in Q3 2023, buying an estimated $5.46K and bringing the position to 220 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #264.

KB Financial Partners first reported a position in CB in Q1 2021 and has held it in 11 quarters since. The position peaked at $634K in Q4 2022. 1,475 funds tracked by Wall St. Rank hold CB as of Q3 2023.

  • KB Financial Partners held 220 shares of Chubb worth $46K as of Q3 2023.
  • KB Financial Partners bought 27 Chubb shares in Q3 2023, an estimated $5.46K.
  • Chubb made up 0.01% of KB Financial Partners's portfolio in Q3 2023, its #264 holding.
  • KB Financial Partners first reported a position in Chubb in Q1 2021 and has held it in 11 quarters since.
  • KB Financial Partners's Chubb position peaked at $634K in Q4 2022.
  • 1,475 funds tracked by Wall St. Rank held Chubb as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.