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Retirement Group’s Chubb CB Stock Holding History

Retirement 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
Q1 		$20K Buy
+77
New +$18.9K 0.01% 363
2022
Q3 		– Sell
-80
Closed -$16K – 524
2022
Q2 		$16K Hold
80
– – 0.01% 360
2022
Q1 		$17K Buy
80
+15
+23% +$3.05K 0.01% 363
2021
Q4 		$13K Buy
+65
New +$12.2K 0.01% 387

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Group's CB Position: Q1 2024 in Review

Retirement Group opened a new position in Chubb (CB) in Q1 2024: 77 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: Retirement Group previously reported a position in CB as recently as Q2 2022.

Retirement Group first reported a position in CB in Q4 2021 and has held it in 4 quarters since. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Retirement Group held 77 shares of Chubb worth $20K as of Q1 2024.
  • Chubb was a new Retirement Group position in Q1 2024.
  • Chubb made up 0.01% of Retirement Group's portfolio in Q1 2024, its #363 holding.
  • Retirement Group first reported a position in Chubb in Q4 2021 and has held it in 4 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.