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StrategIQ Financial Group’s Chubb CB Stock Holding History

StrategIQ 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
2023
Q4 		$242K Sell
1,073
-48
-4% -$10.5K 0.03% 284
2023
Q3 		$233K Buy
1,121
+32
+3% +$6.47K 0.03% 278
2023
Q2 		$210K Buy
1,089
+2
+0.2% +$392 0.02% 292
2023
Q1 		$211K Buy
1,087
+1
+0.1% +$210 0.02% 276
2022
Q4 		$239K Buy
+1,086
New +$226K 0.03% 255
2022
Q3 		– Sell
-1,082
Closed -$213K – 275
2022
Q2 		$213K Buy
1,082
+2
+0.2% +$412 0.03% 266
2022
Q1 		$231K Buy
1,080
+1
+0.1% +$203 0.03% 277
2021
Q4 		$208K Buy
+1,079
New +$203K 0.02% 284

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

StrategIQ Financial Group's CB Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Chubb (CB) stake by 4.3% in Q4 2023, selling an estimated $10.5K and leaving 1,073 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #284.

StrategIQ Financial Group first reported a position in CB in Q4 2021 and has held it in 8 quarters since. 1,600 funds tracked by Wall St. Rank hold CB as of Q4 2023.

  • StrategIQ Financial Group held 1,073 shares of Chubb worth $242K as of Q4 2023.
  • StrategIQ Financial Group sold 48 Chubb shares in Q4 2023, an estimated $10.5K.
  • Chubb made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #284 holding.
  • StrategIQ Financial Group first reported a position in Chubb in Q4 2021 and has held it in 8 quarters since.
  • 1,600 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.