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PCA Investment Advisory Services’s Chubb CB Stock Holding History

PCA Investment Advisory Services’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
-705
Closed -$203K – 148
2024
Q3 		$203K Buy
+705
New +$193K 0.1% 147
2023
Q3 		– Sell
-531
Closed -$102K – 154
2023
Q2 		$102K Buy
+531
New +$104K 0.06% 191

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCA Investment Advisory Services's CB Position: Q4 2024 in Review

PCA Investment Advisory Services sold out of Chubb (CB) in Q4 2024, closing a stake of 705 shares — an estimated $203K sold.

PCA Investment Advisory Services first reported a position in CB in Q2 2023 and held it in 2 quarters. The position peaked at $203K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • PCA Investment Advisory Services reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • PCA Investment Advisory Services sold 705 Chubb shares in Q4 2024, an estimated $203K.
  • PCA Investment Advisory Services first reported a position in Chubb in Q2 2023 and held it in 2 quarters.
  • PCA Investment Advisory Services's Chubb position peaked at $203K in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on PCA Investment Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.