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Naples Money Management’s Chubb CB Stock Holding History

Naples Money 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
Q3 		$2.83M Sell
9,814
-286
-3% -$78.4K 2.39% 11
2024
Q2 		$2.57M Buy
+10,100
New +$2.59M 2.19% 15
2024
Q1 		– Sell
-150
Closed -$33.9K – 408
2023
Q4 		$33.9K Buy
+150
New +$32.8K 0.03% 104

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 $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
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Naples Money Management's CB Position: Q3 2024 in Review

Naples Money Management reduced its Chubb (CB) stake by 2.8% in Q3 2024, selling an estimated $78.4K and leaving 9,814 shares worth $2.83M. The position accounts for 2.39% of the portfolio, ranked #11.

Naples Money Management first reported a position in CB in Q4 2023 and has held it in 3 quarters since. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Naples Money Management held 9,814 shares of Chubb worth $2.83M as of Q3 2024.
  • Naples Money Management sold 286 Chubb shares in Q3 2024, an estimated $78.4K.
  • Chubb made up 2.39% of Naples Money Management's portfolio in Q3 2024, its #11 holding.
  • Naples Money Management first reported a position in Chubb in Q4 2023 and has held it in 3 quarters since.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.