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Surevest’s Chubb CB Stock Holding History

Surevest’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
2022
Q3 		$2.37M Buy
13,050
+1,492
+13% +$283K 0.65% 69
2022
Q2 		$2.27M Buy
11,558
+2,992
+35% +$616K 0.6% 68
2022
Q1 		$1.83M Buy
8,566
+8,547
+44,984% +$1.74M 0.44% 79
2021
Q4 		$4K Buy
+19
New +$3.57K ﹤0.01% 333
2019
Q4 		– Sell
-1,415
Closed -$228K – 148
2019
Q3 		$228K Sell
1,415
-716
-34% -$111K 0.11% 121
2019
Q2 		$314K Sell
2,131
-5,819
-73% -$840K 0.16% 110
2019
Q1 		$1.11M Sell
7,950
-1,915
-19% -$255K 0.69% 42
2018
Q4 		$1.27M Buy
+9,865
New +$1.27M 1.01% 36

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's CB Position: Q3 2022 in Review

Surevest increased its Chubb (CB) stake by 13% in Q3 2022, buying an estimated $283K and bringing the position to 13,050 shares worth $2.37M. The position accounts for 0.65% of the portfolio, ranked #69.

Surevest first reported a position in CB in Q4 2018 and has held it in 8 quarters since. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Surevest held 13,050 shares of Chubb worth $2.37M as of Q3 2022.
  • Surevest bought 1,492 Chubb shares in Q3 2022, an estimated $283K.
  • Chubb made up 0.65% of Surevest's portfolio in Q3 2022, its #69 holding.
  • Surevest first reported a position in Chubb in Q4 2018 and has held it in 8 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.