Lee, Danner & Bass’s Chubb CB Stock Holding History

Lee, Danner & Bass’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 Q1	–	Sell	-249	Closed	-$68.8K	–	291
2024 Q4	$68.8K	Buy	+249	New	+$70.7K	0.01%	318

Other funds holding CB

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee, Danner & Bass's CB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Chubb (CB) in Q1 2025, closing a stake of 249 shares — an estimated $68.8K sold.

Lee, Danner & Bass first reported a position in CB in Q4 2024 and held it in 1 quarter. The position peaked at $68.8K in Q4 2024. 1,916 funds tracked by Wall St. Rank hold CB as of Q1 2025.

Lee, Danner & Bass reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 249 Chubb shares in Q1 2025, an estimated $68.8K.
Lee, Danner & Bass first reported a position in Chubb in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Chubb position peaked at $68.8K in Q4 2024.
1,916 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.