SWG
CB icon

Summit Wealth Group’s Chubb CB Stock Holding History

Summit Wealth 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
Q2 		– Sell
-36,117
Closed – – 103
2023
Q1 		$0 Buy
+36,117
New +$7.59M ﹤0.01% 168
2021
Q3 		– Sell
-216
Closed -$34K – 70
2021
Q2 		$34K Hold
216
– – 0.05% 60
2021
Q1 		$34K Buy
+216
New +$34.8K 0.05% 57

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's CB Position: Q2 2023 in Review

Summit Wealth Group sold out of Chubb (CB) in Q2 2023, closing a stake of 36,117 shares.

Summit Wealth Group first reported a position in CB in Q1 2021 and held it in 3 quarters. The position peaked at $34K in Q2 2021. 1,477 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • Summit Wealth Group reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 36,117 Chubb shares in Q2 2023.
  • Summit Wealth Group first reported a position in Chubb in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Chubb position peaked at $34K in Q2 2021.
  • 1,477 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.