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Magnus Financial Group’s Chubb CB Stock Holding History

Magnus Financial 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
2023
Q1 		– Sell
-1,020
Closed -$225K – 281
2022
Q4 		$225K Buy
+1,020
New +$212K 0.04% 239
2020
Q1 		– Sell
-1,708
Closed -$266K – 581
2019
Q4 		$266K Buy
1,708
+87
+5% +$13.3K 0.04% 355
2019
Q3 		$262K Hold
1,621
– – 0.05% 318
2019
Q2 		$239K Hold
1,621
– – 0.05% 365
2019
Q1 		$227K Hold
1,621
– – 0.05% 371
2018
Q4 		$209K Buy
+1,621
New +$209K 0.06% 340

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Magnus Financial Group's CB Position: Q1 2023 in Review

Magnus Financial Group sold out of Chubb (CB) in Q1 2023, closing a stake of 1,020 shares — an estimated $225K sold.

Magnus Financial Group first reported a position in CB in Q4 2018 and held it in 6 quarters. The position peaked at $266K in Q4 2019. 1,464 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Magnus Financial Group reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Magnus Financial Group sold 1,020 Chubb shares in Q1 2023, an estimated $225K.
  • Magnus Financial Group first reported a position in Chubb in Q4 2018 and held it in 6 quarters.
  • Magnus Financial Group's Chubb position peaked at $266K in Q4 2019.
  • 1,464 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Magnus Financial Group's 13F filing for Q1 2023, filed 10 May 2023.