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Kolinsky Wealth Management’s Chubb CB Stock Holding History

Kolinsky 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
Q4 		$240K Sell
869
-23
-3% -$6.53K 0.15% 141
2024
Q3 		$257K Sell
892
-40
-4% -$11K 0.17% 136
2024
Q2 		$238K Sell
932
-8
-0.9% -$2.05K 0.17% 128
2024
Q1 		$244K Sell
940
-1
-0.1% -$246 0.19% 124
2023
Q4 		$213K Buy
+941
New +$206K 0.19% 128

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kolinsky Wealth Management's CB Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Chubb (CB) stake by 2.6% in Q4 2024, selling an estimated $6.53K and leaving 869 shares worth $240K. The position accounts for 0.15% of the portfolio, ranked #141.

Kolinsky Wealth Management first reported a position in CB in Q4 2023 and has held it in 5 quarters since. The position peaked at $257K in Q3 2024. 1,902 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Kolinsky Wealth Management held 869 shares of Chubb worth $240K as of Q4 2024.
  • Kolinsky Wealth Management sold 23 Chubb shares in Q4 2024, an estimated $6.53K.
  • Chubb made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #141 holding.
  • Kolinsky Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 5 quarters since.
  • Kolinsky Wealth Management's Chubb position peaked at $257K in Q3 2024.
  • 1,902 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.