Sugarloaf Wealth Management’s Chubb CB Stock Holding History

Sugarloaf Wealth Management’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 Q4	$30.1K	Hold	109	–	–	0.01%	356
2024 Q3	$31.4K	Hold	109	–	–	0.01%	358
2024 Q2	$27.8K	Hold	109	–	–	0.01%	356
2024 Q1	$28.2K	Hold	109	–	–	0.01%	362
2023 Q4	$24.6K	Hold	109	–	–	0.01%	368
2023 Q3	$22.7K	Hold	109	–	–	0.01%	370
2023 Q2	$21K	Hold	109	–	–	﹤0.01%	380
2023 Q1	$21.2K	Hold	109	–	–	0.01%	385
2022 Q4	$24K	Hold	109	–	–	0.01%	383
2022 Q3	$20K	Hold	109	–	–	0.01%	423
2022 Q2	$2K	Hold	109	–	–	﹤0.01%	692
2022 Q1	$23K	Hold	109	–	–	0.01%	387
2021 Q4	$21K	Hold	109	–	–	0.01%	418
2021 Q3	$19K	Hold	109	–	–	0.01%	430
2021 Q2	$17K	Hold	109	–	–	﹤0.01%	437
2021 Q1	$17	Hold	109	–	–	0.01%	434
2020 Q4	$17K	Sell	109 -33	-23%	-$4.63K	0.01%	403
2020 Q3	$17K	Hold	142	–	–	0.01%	380
2020 Q2	$18K	Hold	142	–	–	0.01%	366
2020 Q1	$16K	Hold	142	–	–	0.01%	363
2019 Q4	$22K	Buy	+142	New	+$21.7K	0.01%	356

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sugarloaf Wealth Management's CB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Chubb (CB) position steady in Q4 2024 at 109 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #356.

Sugarloaf Wealth Management first reported a position in CB in Q4 2019 and has held it in 21 quarters since. The position peaked at $31.4K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

Sugarloaf Wealth Management held 109 shares of Chubb worth $30.1K as of Q4 2024.
Sugarloaf Wealth Management left its Chubb share count unchanged in Q4 2024.
Chubb made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #356 holding.
Sugarloaf Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Chubb position peaked at $31.4K in Q3 2024.
1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.