Kowal Investment Group’s Chubb CB Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-325	Closed	-$56K	–	253
2021 Q3	$56K	Buy	+325	New	+$57K	0.02%	229

Other funds holding CB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's CB Position: Q4 2021 in Review

Kowal Investment Group sold out of Chubb (CB) in Q4 2021, closing a stake of 325 shares — an estimated $56K sold.

Kowal Investment Group first reported a position in CB in Q3 2021 and held it in 1 quarter. The position peaked at $56K in Q3 2021. 1,321 funds tracked by Wall St. Rank hold CB as of Q4 2021.

Kowal Investment Group reported no remaining Chubb position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 325 Chubb shares in Q4 2021, an estimated $56K.
Kowal Investment Group first reported a position in Chubb in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Chubb position peaked at $56K in Q3 2021.
1,321 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.