Register Financial Advisors’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-44	Closed	-$11.2K	–	366
2024 Q2	$11.2K	Hold	44	–	–	0.01%	517
2024 Q1	$11.4K	Buy	+44	New	+$10.8K	0.01%	525
2023 Q4	–	Sell	-9	Closed	-$1.87K	–	355
2023 Q3	$1.87K	Buy	+9	New	+$1.82K	﹤0.01%	519

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Register Financial Advisors's CB Position: Q3 2024 in Review

Register Financial Advisors first reported a position in CB in Q3 2023 and held it in 3 quarters. The position peaked at $11.4K in Q1 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

Register Financial Advisors reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 44 Chubb shares in Q3 2024, an estimated $11.2K.
Register Financial Advisors first reported a position in Chubb in Q3 2023 and held it in 3 quarters.
Register Financial Advisors's Chubb position peaked at $11.4K in Q1 2024.
1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.