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Morningstar Investment Services’s Chubb CB Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-1,428
Closed -$414K – 176
2024
Q3 		$414K Buy
1,428
+125
+10% +$34.3K ﹤0.01% 291
2024
Q2 		$341K Buy
1,303
+268
+26% +$68.8K ﹤0.01% 296
2024
Q1 		$268K Sell
1,035
-3,189
-75% -$784K ﹤0.01% 301
2023
Q4 		$948K Buy
+4,224
New +$924K 0.01% 229

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

Morningstar Investment Services's CB Position: Q4 2024 in Review

Morningstar Investment Services sold out of Chubb (CB) in Q4 2024, closing a stake of 1,428 shares — an estimated $414K sold.

Morningstar Investment Services first reported a position in CB in Q4 2023 and held it in 4 quarters. The position peaked at $948K in Q4 2023. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Morningstar Investment Services reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,428 Chubb shares in Q4 2024, an estimated $414K.
  • Morningstar Investment Services first reported a position in Chubb in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Chubb position peaked at $948K in Q4 2023.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.