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Peterson Financial Group’s Chubb CB Stock Holding History

Peterson Financial 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
Q3 		$3.71K Buy
+13
New +$3.56K 0.01% 322

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Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Peterson Financial Group's CB Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Chubb (CB) in Q3 2024: 13 shares worth $3.71K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings.

1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Peterson Financial Group held 13 shares of Chubb worth $3.71K as of Q3 2024.
  • Chubb was a new Peterson Financial Group position in Q3 2024.
  • Chubb made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #322 holding.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.