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Oliver Lagore Vanvalin Investment Group’s Chubb CB Stock Holding History

Oliver Lagore Vanvalin Investment 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
-25
Closed -$6.48K – 746
2024
Q1 		$6.48K Hold
25
– – ﹤0.01% 473
2023
Q4 		$5.65K Hold
25
– – ﹤0.01% 502
2023
Q3 		$5.21K Buy
+25
New +$5.05K ﹤0.01% 544
2022
Q4 		– Sell
-7
Closed -$1K – 680
2022
Q3 		$1K Hold
7
– – ﹤0.01% 556
2022
Q2 		$1K Buy
+7
New +$1.44K ﹤0.01% 532

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
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

Oliver Lagore Vanvalin Investment Group's CB Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Chubb (CB) in Q2 2024, closing a stake of 25 shares — an estimated $6.48K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CB in Q2 2022 and held it in 5 quarters. The position peaked at $6.48K in Q1 2024. 1,705 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 25 Chubb shares in Q2 2024, an estimated $6.48K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Chubb in Q2 2022 and held it in 5 quarters.
  • Oliver Lagore Vanvalin Investment Group's Chubb position peaked at $6.48K in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.