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National Wealth Management Group’s Chubb CB Stock Holding History

National Wealth Management Group’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
-1,453
Closed -$377K – 135
2024
Q1 		$377K Buy
+1,453
New +$357K 0.29% 89

Other funds holding CB

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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

National Wealth Management Group's CB Position: Q2 2024 in Review

National Wealth Management Group sold out of Chubb (CB) in Q2 2024, closing a stake of 1,453 shares — an estimated $377K sold.

National Wealth Management Group first reported a position in CB in Q1 2024 and held it in 1 quarter. The position peaked at $377K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • National Wealth Management Group reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • National Wealth Management Group sold 1,453 Chubb shares in Q2 2024, an estimated $377K.
  • National Wealth Management Group first reported a position in Chubb in Q1 2024 and held it in 1 quarter.
  • National Wealth Management Group's Chubb position peaked at $377K in Q1 2024.
  • 1,706 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.