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Pettyjohn Wood & White’s Chubb CB Stock Holding History

Pettyjohn Wood & White’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 		– Sell
-833
Closed -$212K – 197
2024
Q2 		$212K Sell
833
-38
-4% -$9.76K 0.04% 186
2024
Q1 		$226K Buy
+871
New +$214K 0.04% 175

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
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

Pettyjohn Wood & White's CB Position: Q3 2024 in Review

Pettyjohn Wood & White sold out of Chubb (CB) in Q3 2024, closing a stake of 833 shares — an estimated $212K sold.

Pettyjohn Wood & White first reported a position in CB in Q1 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Pettyjohn Wood & White reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Pettyjohn Wood & White sold 833 Chubb shares in Q3 2024, an estimated $212K.
  • Pettyjohn Wood & White first reported a position in Chubb in Q1 2024 and held it in 2 quarters.
  • Pettyjohn Wood & White's Chubb position peaked at $226K in Q1 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Pettyjohn Wood & White's 13F filing for Q3 2024, filed 12 Nov 2024.