TW
CB icon

TrinityPoint Wealth’s Chubb CB Stock Holding History

TrinityPoint Wealth’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 		$2.44M Buy
8,834
+8,046
+1,021% +$2.28M 0.34% 70
2024
Q3 		$227K Buy
+788
New +$216K 0.03% 300
2024
Q2 		– Sell
-781
Closed -$202K – 313
2024
Q1 		$202K Buy
+781
New +$192K 0.03% 299

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TrinityPoint Wealth's CB Position: Q4 2024 in Review

TrinityPoint Wealth increased its Chubb (CB) stake by 1,021% in Q4 2024, buying an estimated $2.28M and bringing the position to 8,834 shares worth $2.44M. The position accounts for 0.34% of the portfolio, ranked #70.

TrinityPoint Wealth first reported a position in CB in Q1 2024 and has held it in 3 quarters since. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • TrinityPoint Wealth held 8,834 shares of Chubb worth $2.44M as of Q4 2024.
  • TrinityPoint Wealth bought 8,046 Chubb shares in Q4 2024, an estimated $2.28M.
  • Chubb made up 0.34% of TrinityPoint Wealth's portfolio in Q4 2024, its #70 holding.
  • TrinityPoint Wealth first reported a position in Chubb in Q1 2024 and has held it in 3 quarters since.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.