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	Hold	28	–	–	﹤0.01%	418
2021 Q2	$4.45K	Hold	28	–	–	﹤0.01%	439
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

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kelly Financial Services's CB Position: Q1 2024 in Review

Kelly Financial Services sold out of Chubb (CB) in Q1 2024, closing a stake of 4 shares — an estimated $904 sold.

Kelly Financial Services first reported a position in CB in Q1 2019 and held it in 18 quarters. The position peaked at $34.2K in Q3 2019. 1,699 funds tracked by Wall St. Rank hold CB as of Q1 2024.

Kelly Financial Services reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
Kelly Financial Services sold 4 Chubb shares in Q1 2024, an estimated $904.
Kelly Financial Services first reported a position in Chubb in Q1 2019 and held it in 18 quarters.
Kelly Financial Services's Chubb position peaked at $34.2K in Q3 2019.
1,699 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Kelly Financial Services's 13F filing for Q1 2024, filed 17 Jul 2024.