Relative Value Partners Group’s Chubb CB Stock Holding History

Relative Value Partners Group’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 Q2	$932K	Buy	+3,655	New	+$939K	0.12%	150

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Relative Value Partners Group's CB Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Chubb (CB) in Q2 2024: 3,655 shares worth $932K. The stake represents 0.12% of the portfolio and ranks #150 among its holdings.

1,708 funds tracked by Wall St. Rank hold CB as of Q2 2024.

Relative Value Partners Group held 3,655 shares of Chubb worth $932K as of Q2 2024.
Chubb was a new Relative Value Partners Group position in Q2 2024.
Chubb made up 0.12% of Relative Value Partners Group's portfolio in Q2 2024, its #150 holding.
1,708 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.