Mirabella Financial Services’s Chubb CB Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-8,309	Closed	-$2.12M	–	211
2024 Q2	$2.12M	Buy	8,309 +190	+2%	+$48.8K	0.15%	73
2024 Q1	$2.1M	Buy	8,119 +3,656	+82%	+$899K	0.15%	121
2023 Q4	$1.01M	Buy	+4,463	New	+$976K	0.14%	137
2022 Q4	–	Sell	-23,805	Closed	-$4.38M	–	410
2022 Q3	$4.38M	Buy	23,805 +15,664	+192%	+$2.97M	0.46%	32
2022 Q2	$1.6M	Sell	8,141 -15,096	-65%	-$3.11M	0.16%	135
2022 Q1	$5.04M	Sell	23,237 -4,160	-15%	-$845K	0.57%	28
2021 Q4	$5.29M	Sell	27,397 -13,355	-33%	-$2.51M	0.54%	39
2021 Q3	$7.07M	Buy	+40,752	New	+$7.14M	0.93%	30
2021 Q1	–	Sell	-9,183	Closed	-$4.12M	–	296
2020 Q4	$4.12M	Buy	9,183 +777	+9%	+$109K	0.52%	76
2020 Q3	$976K	Sell	8,406 -51,819	-86%	-$6.51M	0.27%	90
2020 Q2	$15.3M	Buy	+60,225	New	+$6.98M	4.08%	6

Other funds holding CB

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

BlackRock New York $5.7T 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 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return