Level Four Financial’s Chubb CB Stock Holding History

Level Four Financial’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 Q3	$246K	Buy	+1,419	New	+$249K	0.11%	237
2021 Q1	–	Sell	-1,405	Closed	-$216K	–	292
2020 Q4	$216K	Buy	+1,405	New	+$197K	0.09%	268

Other funds holding CB

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Level Four Financial's CB Position: Q3 2021 in Review

Level Four Financial opened a new position in Chubb (CB) in Q3 2021: 1,419 shares worth $246K. The stake represents 0.11% of the portfolio and ranks #237 among its holdings. This is a return to the name: Level Four Financial previously reported a position in CB as recently as Q4 2020.

Level Four Financial first reported a position in CB in Q4 2020 and has held it in 2 quarters since. 1,207 funds tracked by Wall St. Rank hold CB as of Q3 2021.

Level Four Financial held 1,419 shares of Chubb worth $246K as of Q3 2021.
Chubb was a new Level Four Financial position in Q3 2021.
Chubb made up 0.11% of Level Four Financial's portfolio in Q3 2021, its #237 holding.
Level Four Financial first reported a position in Chubb in Q4 2020 and has held it in 2 quarters since.
1,207 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.