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VCI Wealth Management’s Chubb CB Stock Holding History

VCI 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
2024
Q4 		– Sell
-4,991
Closed -$1.44M – 87
2024
Q3 		$1.44M Buy
+4,991
New +$1.37M 0.64% 47

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

VCI Wealth Management's CB Position: Q4 2024 in Review

VCI Wealth Management sold out of Chubb (CB) in Q4 2024, closing a stake of 4,991 shares — an estimated $1.44M sold.

VCI Wealth Management first reported a position in CB in Q3 2024 and held it in 1 quarter. The position peaked at $1.44M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • VCI Wealth Management reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • VCI Wealth Management sold 4,991 Chubb shares in Q4 2024, an estimated $1.44M.
  • VCI Wealth Management first reported a position in Chubb in Q3 2024 and held it in 1 quarter.
  • VCI Wealth Management's Chubb position peaked at $1.44M in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on VCI Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.