Warther Private Wealth’s Chubb CB Stock Holding History

Warther Private 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
2023 Q4	–	Sell	-1,412	Closed	-$294K	–	46
2023 Q3	$294K	Buy	+1,412	New	+$285K	0.2%	51

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Warther Private Wealth's CB Position: Q4 2023 in Review

Warther Private Wealth sold out of Chubb (CB) in Q4 2023, closing a stake of 1,412 shares — an estimated $294K sold.

Warther Private Wealth first reported a position in CB in Q3 2023 and held it in 1 quarter. The position peaked at $294K in Q3 2023. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Warther Private Wealth reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 1,412 Chubb shares in Q4 2023, an estimated $294K.
Warther Private Wealth first reported a position in Chubb in Q3 2023 and held it in 1 quarter.
Warther Private Wealth's Chubb position peaked at $294K in Q3 2023.
1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.