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Realta Investment Advisors’s Chubb CB Stock Holding History

Realta Investment 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 		– Sell
-894
Closed -$228K – 403
2024
Q2 		$228K Buy
+894
New +$230K 0.04% 366
2024
Q1 		– Sell
-944
Closed -$213K – 806
2023
Q4 		$213K Buy
+944
New +$206K 0.05% 395
2023
Q3 		– Sell
-1,112
Closed -$214K – 783
2023
Q2 		$214K Buy
1,112
+63
+6% +$12.3K 0.05% 378
2023
Q1 		$204K Sell
1,049
-185
-15% -$38.9K 0.05% 387
2022
Q4 		$272K Buy
1,234
+22
+2% +$4.58K 0.07% 318
2022
Q3 		$220K Buy
1,212
+16
+1% +$3.04K 0.06% 344
2022
Q2 		$237K Buy
1,196
+30
+3% +$6.18K 0.06% 313
2022
Q1 		$249K Sell
1,166
-7
-0.6% -$1.42K 0.05% 338
2021
Q4 		$227K Sell
1,173
-28
-2% -$5.26K 0.05% 377
2021
Q3 		$208K Buy
+1,201
New +$211K 0.05% 379
2020
Q1 		– Sell
-823
Closed -$124K – 451
2019
Q4 		$124K Sell
823
-430
-34% -$65.8K 0.03% 443
2019
Q3 		$200K Buy
+1,253
New +$194K 0.05% 320
2019
Q2 		– Sell
-992
Closed -$139K – 1713
2019
Q1 		$139K Buy
+992
New +$132K 0.06% 339

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