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Second Half Financial Partners’s Chubb CB Stock Holding History

Second Half Financial Partners’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
-11,037
Closed -$2.82M – 94
2024
Q2 		$2.82M Sell
11,037
-259
-2% -$66.5K 2.25% 14
2024
Q1 		$2.93M Buy
+11,296
New +$2.78M 1.3% 28

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Second Half Financial Partners's CB Position: Q3 2024 in Review

Second Half Financial Partners sold out of Chubb (CB) in Q3 2024, closing a stake of 11,037 shares — an estimated $2.82M sold.

Second Half Financial Partners first reported a position in CB in Q1 2024 and held it in 2 quarters. The position peaked at $2.93M in Q1 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Second Half Financial Partners reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 11,037 Chubb shares in Q3 2024, an estimated $2.82M.
  • Second Half Financial Partners first reported a position in Chubb in Q1 2024 and held it in 2 quarters.
  • Second Half Financial Partners's Chubb position peaked at $2.93M in Q1 2024.
  • 1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Second Half Financial Partners's 13F filing for Q3 2024, filed 8 Nov 2024.