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Maxwell Wealth Strategies’s Chubb CB Stock Holding History

Maxwell Wealth Strategies’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 		$2.8M Sell
10,150
-154
-1% -$43.7K 1.15% 25
2024
Q3 		$2.86M Sell
10,304
-235
-2% -$64.4K 1.21% 25
2024
Q2 		$2.69M Sell
10,539
-46
-0.4% -$11.8K 1.32% 24
2024
Q1 		$2.81M Sell
10,585
-5
-0% -$1.23K 1.42% 21
2023
Q4 		$2.39M Buy
+10,590
New +$2.32M 1.56% 24

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

Maxwell Wealth Strategies's CB Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Chubb (CB) stake by 1.5% in Q4 2024, selling an estimated $43.7K and leaving 10,150 shares worth $2.8M. The position accounts for 1.15% of the portfolio, ranked #25.

Maxwell Wealth Strategies first reported a position in CB in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.86M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Maxwell Wealth Strategies held 10,150 shares of Chubb worth $2.8M as of Q4 2024.
  • Maxwell Wealth Strategies sold 154 Chubb shares in Q4 2024, an estimated $43.7K.
  • Chubb made up 1.15% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #25 holding.
  • Maxwell Wealth Strategies first reported a position in Chubb in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Chubb position peaked at $2.86M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.