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LaFleur & Godfrey’s Chubb CB Stock Holding History

LaFleur & Godfrey’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
2025
Q3 		– Sell
-868
Closed -$251K – 144
2025
Q2 		$251K Sell
868
-100
-10% -$28.8K 0.03% 131
2025
Q1 		$292K Hold
968
– – 0.04% 123
2024
Q4 		$267K Hold
968
– – 0.04% 127
2024
Q3 		$279K Hold
968
– – 0.04% 125
2024
Q2 		$247K Hold
968
– – 0.04% 125
2024
Q1 		$251K Hold
968
– – 0.04% 118
2023
Q4 		$219K Hold
968
– – 0.03% 124
2023
Q3 		$202K Buy
+968
New +$196K 0.03% 121
2023
Q1 		– Sell
-968
Closed -$214K – 127
2022
Q4 		$214K Buy
+968
New +$201K 0.04% 118

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return