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Steward Partners Investment Solutions’s Chubb CB Stock Holding History

Steward Partners Investment Solutions’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 		$1.38M Buy
5,322
+305
+6% +$75K 0.23% 86
2023
Q4 		$1.13M Buy
+5,017
New +$1.1M 0.47% 53

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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
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

Steward Partners Investment Solutions's CB Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Chubb (CB) stake by 6.1% in Q1 2024, buying an estimated $75K and bringing the position to 5,322 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #86.

Steward Partners Investment Solutions first reported a position in CB in Q4 2023 and has held it in 2 quarters since. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Steward Partners Investment Solutions held 5,322 shares of Chubb worth $1.38M as of Q1 2024.
  • Steward Partners Investment Solutions bought 305 Chubb shares in Q1 2024, an estimated $75K.
  • Chubb made up 0.23% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #86 holding.
  • Steward Partners Investment Solutions first reported a position in Chubb in Q4 2023 and has held it in 2 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.