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Trust Investment Advisors’s Chubb CB Stock Holding History

Trust Investment Advisors’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
Q2 		– Sell
-822
Closed -$213K – 116
2024
Q1 		$213K Buy
+822
New +$202K 0.15% 91
2023
Q1 		– Sell
-958
Closed -$211K – 98
2022
Q4 		$211K Buy
+958
New +$199K 0.2% 95

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trust Investment Advisors's CB Position: Q2 2024 in Review

Trust Investment Advisors sold out of Chubb (CB) in Q2 2024, closing a stake of 822 shares — an estimated $213K sold.

Trust Investment Advisors first reported a position in CB in Q4 2022 and held it in 2 quarters. The position peaked at $213K in Q1 2024. 1,708 funds tracked by Wall St. Rank hold CB as of Q2 2024.

  • Trust Investment Advisors reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
  • Trust Investment Advisors sold 822 Chubb shares in Q2 2024, an estimated $213K.
  • Trust Investment Advisors first reported a position in Chubb in Q4 2022 and held it in 2 quarters.
  • Trust Investment Advisors's Chubb position peaked at $213K in Q1 2024.
  • 1,708 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Trust Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.