Unique Wealth Strategies’s Chubb CB Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-36	Closed	-$9.33K	–	284
2024 Q2	$9.33K	Buy	+36	New	+$9.24K	﹤0.01%	320

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Unique Wealth Strategies's CB Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Chubb (CB) in Q3 2024, closing a stake of 36 shares — an estimated $9.33K sold.

Unique Wealth Strategies first reported a position in CB in Q2 2024 and held it in 1 quarter. The position peaked at $9.33K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold CB as of Q3 2024.

Unique Wealth Strategies reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 36 Chubb shares in Q3 2024, an estimated $9.33K.
Unique Wealth Strategies first reported a position in Chubb in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Chubb position peaked at $9.33K in Q2 2024.
1,802 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.