KFS
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Kelly Financial Services’s Chubb CB Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-4
Closed -$904 – 806
2023
Q4 		$904 Buy
+4
New +$875 ﹤0.01% 660
2023
Q2 		– Sell
-28
Closed -$5.44K – 729
2023
Q1 		$5.44K Hold
28
– – ﹤0.01% 416
2022
Q4 		$6.18K Hold
28
– – ﹤0.01% 375
2022
Q3 		$5.09K Hold
28
– – ﹤0.01% 395
2022
Q2 		$5.5K Hold
28
– – ﹤0.01% 389
2022
Q1 		$5.99K Hold
28
– – ﹤0.01% 405
2021
Q4 		$5.41K Hold
28
– – ﹤0.01% 428
2021
Q3 		$4.86K Sell
28
-4,422
-99% -$775K ﹤0.01% 418
2021
Q2 		$28K Buy
4,450
+4,422
+15,793% +$733K ﹤0.01% 520
2021
Q1 		$4.42K Hold
28
– – ﹤0.01% 412
2020
Q4 		$4.31K Hold
28
– – ﹤0.01% 380
2020
Q3 		$3.25K Sell
28
-55
-66% -$6.91K ﹤0.01% 386
2020
Q2 		$10.5K Sell
83
-131
-61% -$15.2K 0.01% 236
2020
Q1 		$23.9K Buy
214
+1
+0.5% +$143 0.03% 123
2019
Q4 		$33.1K Buy
213
+1
+0.5% +$153 0.03% 116
2019
Q3 		$34.2K Buy
212
+1
+0.5% +$155 0.03% 107
2019
Q2 		$31.1K Hold
211
– – 0.03% 116
2019
Q1 		$29.6K Buy
+211
New +$28.1K 0.03% 119

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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