TWM
CB icon

Torch Wealth Management’s Chubb CB Stock Holding History

Torch 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
2019
Q4 		$2.51M Buy
16,104
+56
+0.3% +$8.57K 1.38% 23
2019
Q3 		$2.59M Sell
16,048
-100
-0.6% -$15.5K 1.53% 18
2019
Q2 		$2.38M Buy
16,148
+75
+0.5% +$10.8K 1.43% 21
2019
Q1 		$2.25M Sell
16,073
-40
-0.2% -$5.32K 1.39% 20
2018
Q4 		$2.08M Buy
16,113
+635
+4% +$82.1K 1.49% 19
2018
Q3 		$2.07M Sell
15,478
-90
-0.6% -$12.2K 1.24% 27
2018
Q2 		$1.98M Buy
15,568
+250
+2% +$33.2K 1.24% 28
2018
Q1 		$2.1M Buy
15,318
+425
+3% +$61.5K 1.36% 25
2017
Q4 		$2.18M Buy
14,893
+348
+2% +$52K 1.33% 24
2017
Q3 		$2.07M Sell
14,545
-145
-1% -$21K 1.36% 27
2017
Q2 		$2.14M Buy
14,690
+70
+0.5% +$9.85K 1.47% 22
2017
Q1 		$1.99M Buy
14,620
+135
+0.9% +$18.2K 1.33% 25
2016
Q4 		$1.91M Hold
14,485
– – 1.35% 23
2016
Q3 		$1.82M Sell
14,485
-30
-0.2% -$3.81K 1.33% 23
2016
Q2 		$1.9M Hold
14,515
– – 1.39% 23
2016
Q1 		$1.73M Buy
+14,515
New +$1.67M 1.3% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Torch Wealth Management's CB Position: Q4 2019 in Review

Torch Wealth Management increased its Chubb (CB) stake by 0.35% in Q4 2019, buying an estimated $8.57K and bringing the position to 16,104 shares worth $2.51M. The position accounts for 1.38% of the portfolio, ranked #23.

Torch Wealth Management first reported a position in CB in Q1 2016 and has held it in 16 quarters since. The position peaked at $2.59M in Q3 2019. 1,206 funds tracked by Wall St. Rank hold CB as of Q4 2019.

  • Torch Wealth Management held 16,104 shares of Chubb worth $2.51M as of Q4 2019.
  • Torch Wealth Management bought 56 Chubb shares in Q4 2019, an estimated $8.57K.
  • Chubb made up 1.38% of Torch Wealth Management's portfolio in Q4 2019, its #23 holding.
  • Torch Wealth Management first reported a position in Chubb in Q1 2016 and has held it in 16 quarters since.
  • Torch Wealth Management's Chubb position peaked at $2.59M in Q3 2019.
  • 1,206 funds tracked by Wall St. Rank held Chubb as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.