RW
CB icon

REDW Wealth’s Chubb CB Stock Holding History

REDW Wealth’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
-2,605
Closed -$751K – 111
2024
Q3 		$751K Hold
2,605
– – 0.19% 67
2024
Q2 		$664K Sell
2,605
-600
-19% -$154K 0.17% 71
2024
Q1 		$831K Sell
3,205
-865
-21% -$213K 0.22% 58
2023
Q4 		$920K Sell
4,070
-1,764
-30% -$386K 0.26% 51
2023
Q3 		$1.21M Sell
5,834
-1,652
-22% -$334K 0.37% 41
2023
Q2 		$1.44M Buy
7,486
+18
+0.2% +$3.53K 0.43% 35
2023
Q1 		$1.45M Buy
7,468
+61
+0.8% +$12.8K 0.46% 35
2022
Q4 		$1.63M Hold
7,407
– – 0.56% 30
2022
Q3 		$1.35M Hold
7,407
– – 0.52% 31
2022
Q2 		$1.46M Buy
7,407
+678
+10% +$140K 0.53% 28
2022
Q1 		$1.44M Buy
6,729
+3,438
+104% +$699K 0.43% 26
2021
Q4 		$636K Sell
3,291
-7,553
-70% -$1.42M 0.18% 53
2021
Q3 		$1.88M Sell
10,844
-1,640
-13% -$287K 0.6% 23
2021
Q2 		$1.98M Sell
12,484
-2,140
-15% -$355K 0.63% 22
2021
Q1 		$2.31M Buy
+14,624
New +$2.36M 0.78% 19

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
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

REDW Wealth's CB Position: Q4 2024 in Review

REDW Wealth sold out of Chubb (CB) in Q4 2024, closing a stake of 2,605 shares — an estimated $751K sold.

REDW Wealth first reported a position in CB in Q1 2021 and held it in 15 quarters. The position peaked at $2.31M in Q1 2021. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • REDW Wealth reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 2,605 Chubb shares in Q4 2024, an estimated $751K.
  • REDW Wealth first reported a position in Chubb in Q1 2021 and held it in 15 quarters.
  • REDW Wealth's Chubb position peaked at $2.31M in Q1 2021.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.