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Mine & Arao Wealth Creation & Management’s Chubb CB Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q2 		– Sell
-3
Closed -$778 – 119
2024
Q1 		$778 Buy
+3
New +$738 ﹤0.01% 313

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
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

Mine & Arao Wealth Creation & Management's CB Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Chubb (CB) in Q2 2024, closing a stake of 3 shares — an estimated $778 sold.

Mine & Arao Wealth Creation & Management first reported a position in CB in Q1 2024 and held it in 1 quarter. The position peaked at $778 in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 3 Chubb shares in Q2 2024, an estimated $778.
  • Mine & Arao Wealth Creation & Management first reported a position in Chubb in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Chubb position peaked at $778 in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.