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Platte River Wealth Advisors’s Chubb CB Stock Holding History

Platte River Wealth Advisors’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 		$300K Buy
1,040
+185
+22% +$50.7K 0.08% 83
2024
Q2 		$218K Buy
+855
New +$220K 0.06% 91

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

Platte River Wealth Advisors's CB Position: Q3 2024 in Review

Platte River Wealth Advisors increased its Chubb (CB) stake by 22% in Q3 2024, buying an estimated $50.7K and bringing the position to 1,040 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #83.

Platte River Wealth Advisors first reported a position in CB in Q2 2024 and has held it in 2 quarters since. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Platte River Wealth Advisors held 1,040 shares of Chubb worth $300K as of Q3 2024.
  • Platte River Wealth Advisors bought 185 Chubb shares in Q3 2024, an estimated $50.7K.
  • Chubb made up 0.08% of Platte River Wealth Advisors's portfolio in Q3 2024, its #83 holding.
  • Platte River Wealth Advisors first reported a position in Chubb in Q2 2024 and has held it in 2 quarters since.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.