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RFP Financial Group’s Chubb CB Stock Holding History

RFP Financial 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
Q3 		– Sell
-184
Closed -$46.9K – 208
2024
Q2 		$46.9K Buy
184
+47
+34% +$12.1K 0.02% 241
2024
Q1 		$35.5K Buy
137
+20
+17% +$4.92K 0.01% 251
2023
Q4 		$26.4K Hold
117
– – 0.01% 269
2023
Q3 		$24.4K Hold
117
– – 0.01% 268
2023
Q2 		$22.5K Buy
117
+18
+18% +$3.53K 0.01% 305
2023
Q1 		$19.2K Hold
99
– – 0.02% 200
2022
Q4 		$21.8K Buy
+99
New +$20.6K 0.01% 277

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RFP Financial Group's CB Position: Q3 2024 in Review

RFP Financial Group sold out of Chubb (CB) in Q3 2024, closing a stake of 184 shares — an estimated $46.9K sold.

RFP Financial Group first reported a position in CB in Q4 2022 and held it in 7 quarters. The position peaked at $46.9K in Q2 2024. 1,804 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • RFP Financial Group reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 184 Chubb shares in Q3 2024, an estimated $46.9K.
  • RFP Financial Group first reported a position in Chubb in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Chubb position peaked at $46.9K in Q2 2024.
  • 1,804 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.