Paladin Wealth’s Chubb CB Stock Holding History

Paladin Wealth’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	-563	Closed	-$162K	–	115
2024 Q3	$162K	Buy	+563	New	+$154K	0.14%	109

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Paladin Wealth's CB Position: Q4 2024 in Review

Paladin Wealth sold out of Chubb (CB) in Q4 2024, closing a stake of 563 shares — an estimated $162K sold.

Paladin Wealth first reported a position in CB in Q3 2024 and held it in 1 quarter. The position peaked at $162K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

Paladin Wealth reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 563 Chubb shares in Q4 2024, an estimated $162K.
Paladin Wealth first reported a position in Chubb in Q3 2024 and held it in 1 quarter.
Paladin Wealth's Chubb position peaked at $162K in Q3 2024.
1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.