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SpiderRock Advisors’s Chubb CB Stock Holding History

SpiderRock Advisors’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 		$1.85M Buy
6,400
+1,400
+28% +$384K 0.03% 341
2024
Q2 		$1.28M Hold
5,000
– – 0.03% 371
2024
Q1 		$1.29M Buy
+5,000
New +$1.23M 0.03% 350
2023
Q4 		– Hold
0
– – – 103
2023
Q3 		– Hold
0
– – – 90
2021
Q2 		– Hold
0
– -$85K – 165
2021
Q1 		– Hold
0
– – – 144
2020
Q4 		– Hold
0
– – – 144
2020
Q3 		– Hold
0
– – – 141
2020
Q2 		– Hold
0
– – – 123
2020
Q1 		– Hold
0
– – – 106
2017
Q4 		– Hold
0
– -$20K – 83
2017
Q3 		– Hold
0
– – – 342

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
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

SpiderRock Advisors's CB Position: Q3 2024 in Review

SpiderRock Advisors reduced its Chubb (CB) stake by 6.2% in Q3 2024, selling an estimated $154K and leaving 8,532 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #275.

SpiderRock Advisors first reported a position in CB in Q1 2024 and has held it in 3 quarters since. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • SpiderRock Advisors held 8,532 shares of Chubb worth $2.46M as of Q3 2024.
  • SpiderRock Advisors sold 560 Chubb shares in Q3 2024, an estimated $154K.
  • Chubb made up 0.04% of SpiderRock Advisors's portfolio in Q3 2024, its #275 holding.
  • SpiderRock Advisors first reported a position in Chubb in Q1 2024 and has held it in 3 quarters since.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.