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Voisard Asset Management Group’s Chubb CB Stock Holding History

Voisard Asset Management Group’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
-7
Closed -$2.02K – 158
2024
Q3 		$2.02K Buy
+7
New +$1.92K ﹤0.01% 394

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

Voisard Asset Management Group's CB Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Chubb (CB) in Q4 2024, closing a stake of 7 shares — an estimated $2.02K sold.

Voisard Asset Management Group first reported a position in CB in Q3 2024 and held it in 1 quarter. The position peaked at $2.02K in Q3 2024. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 7 Chubb shares in Q4 2024, an estimated $2.02K.
  • Voisard Asset Management Group first reported a position in Chubb in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Chubb position peaked at $2.02K in Q3 2024.
  • 1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.