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Level Financial Advisors’s Chubb CB Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-51
Closed -$11.6K – 104
2023
Q4 		$11.6K Hold
51
– – 0.01% 187
2023
Q3 		$10.7K Hold
51
– – 0.01% 187
2023
Q2 		$9.82K Buy
+51
New +$9.99K 0.01% 191

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Level Financial Advisors's CB Position: Q1 2024 in Review

Level Financial Advisors sold out of Chubb (CB) in Q1 2024, closing a stake of 51 shares — an estimated $11.6K sold.

Level Financial Advisors first reported a position in CB in Q2 2023 and held it in 3 quarters. The position peaked at $11.6K in Q4 2023. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Level Financial Advisors reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 51 Chubb shares in Q1 2024, an estimated $11.6K.
  • Level Financial Advisors first reported a position in Chubb in Q2 2023 and held it in 3 quarters.
  • Level Financial Advisors's Chubb position peaked at $11.6K in Q4 2023.
  • 1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.