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NWAM LLC’s Chubb CB Stock Holding History

NWAM LLC’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
-948
Closed -$273K – 600
2024
Q3 		$273K Buy
+948
New +$260K 0.02% 521
2024
Q2 		– Sell
-885
Closed -$223K – 205
2024
Q1 		$223K Sell
885
-116
-12% -$28.5K 0.02% 512
2023
Q4 		$226K Sell
1,001
-191
-16% -$41.8K 0.02% 503
2023
Q3 		$248K Buy
1,192
+2
+0.2% +$404 0.03% 425
2023
Q2 		$229K Buy
1,190
+31
+3% +$6.07K 0.02% 477
2023
Q1 		$225K Sell
1,159
-58
-5% -$12.2K 0.02% 429
2022
Q4 		$269K Sell
1,217
-138
-10% -$28.7K 0.02% 432
2022
Q3 		$246K Sell
1,355
-166
-11% -$31.5K 0.02% 420
2022
Q2 		$294K Sell
1,521
-43
-3% -$8.86K 0.03% 411
2022
Q1 		$334K Buy
1,564
+525
+51% +$107K 0.03% 403
2021
Q4 		$201K Buy
+1,039
New +$195K 0.02% 488

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NWAM LLC's CB Position: Q4 2024 in Review

NWAM LLC sold out of Chubb (CB) in Q4 2024, closing a stake of 948 shares — an estimated $273K sold.

NWAM LLC first reported a position in CB in Q4 2021 and held it in 11 quarters. The position peaked at $334K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • NWAM LLC reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • NWAM LLC sold 948 Chubb shares in Q4 2024, an estimated $273K.
  • NWAM LLC first reported a position in Chubb in Q4 2021 and held it in 11 quarters.
  • NWAM LLC's Chubb position peaked at $334K in Q1 2022.
  • 1,902 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on NWAM LLC's 13F filing for Q4 2024, filed 5 Feb 2025.