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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 – 210
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 0.13% 137
2022
Q4 		– Sell
-23,805
Closed -$4.38M – 410
2022
Q3 		$4.38M Buy
23,805
+15,664
+192% +$2.97M 0.45% 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 0.56% 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 0.51% 76
2020
Q3 		$976K Sell
8,406
-51,819
-86% -$6.51M 0.13% 90
2020
Q2 		$15.3M Buy
+60,225
New +$6.98M 3.67% 6

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mirabella Financial Services's CB Position: Q3 2024 in Review

Mirabella Financial Services sold out of Chubb (CB) in Q3 2024, closing a stake of 8,309 shares — an estimated $2.12M sold.

Mirabella Financial Services first reported a position in CB in Q2 2020 and held it in 11 quarters. The position peaked at $15.3M in Q2 2020. 1,804 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Mirabella Financial Services reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 8,309 Chubb shares in Q3 2024, an estimated $2.12M.
  • Mirabella Financial Services first reported a position in Chubb in Q2 2020 and held it in 11 quarters.
  • Mirabella Financial Services's Chubb position peaked at $15.3M in Q2 2020.
  • 1,804 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.