LSAG
CB icon

Lake Street Advisors Group’s Chubb CB Stock Holding History

Lake Street Advisors 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
2024
Q4 		$929K Buy
3,351
+121
+4% +$34.4K 0.04% 233
2024
Q3 		$934K Buy
3,230
+9
+0.3% +$2.47K 0.04% 223
2024
Q2 		$824K Sell
3,221
-273
-8% -$70.1K 0.04% 246
2024
Q1 		$908K Buy
3,494
+88
+3% +$21.6K 0.04% 242
2023
Q4 		$773K Buy
+3,406
New +$745K 0.04% 256
2021
Q3 		– Sell
-1,716
Closed -$312K – 259
2021
Q2 		$312K Sell
1,716
-90
-5% -$14.9K 0.02% 237
2021
Q1 		$285K Sell
1,806
-82
-4% -$13.2K 0.02% 248
2020
Q4 		$291K Sell
1,888
-461
-20% -$64.6K 0.02% 227
2020
Q3 		$273K Sell
2,349
-150
-6% -$18.8K 0.03% 221
2020
Q2 		$316K Sell
2,499
-769
-24% -$89.1K 0.03% 191
2020
Q1 		$365K Buy
3,268
+479
+17% +$68.7K 0.05% 144
2019
Q4 		$434K Buy
2,789
+124
+5% +$19K 0.04% 129
2019
Q3 		$372K Sell
2,665
-123
-4% -$19K 0.04% 122
2019
Q2 		$411K Sell
2,788
-2,716
-49% -$392K 0.04% 117
2019
Q1 		$770K Buy
5,504
+2,764
+101% +$368K 0.08% 70
2018
Q4 		$354K Sell
2,740
-79
-3% -$10.2K 0.04% 123
2018
Q3 		$377K Sell
2,819
-438
-13% -$59.2K 0.04% 119
2018
Q2 		$414K Sell
3,257
-1,316
-29% -$175K 0.04% 175
2018
Q1 		$625K Buy
4,573
+632
+16% +$91.5K 0.07% 110
2017
Q4 		$576K Buy
+3,941
New +$589K 0.07% 120

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Lake Street Advisors Group's CB Position: Q4 2024 in Review

Lake Street Advisors Group increased its Chubb (CB) stake by 3.7% in Q4 2024, buying an estimated $34.4K and bringing the position to 3,351 shares worth $929K. The position accounts for 0.04% of the portfolio, ranked #233.

Lake Street Advisors Group first reported a position in CB in Q4 2017 and has held it in 20 quarters since. The position peaked at $934K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Lake Street Advisors Group held 3,351 shares of Chubb worth $929K as of Q4 2024.
  • Lake Street Advisors Group bought 121 Chubb shares in Q4 2024, an estimated $34.4K.
  • Chubb made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #233 holding.
  • Lake Street Advisors Group first reported a position in Chubb in Q4 2017 and has held it in 20 quarters since.
  • Lake Street Advisors Group's Chubb position peaked at $934K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.