Waters Parkerson & Co’s Chubb CB Stock Holding History

Waters Parkerson & Co’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	-1,259	Closed	-$326K	–	179
2024 Q1	$326K	Buy	+1,259	New	+$310K	0.02%	149

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waters Parkerson & Co's CB Position: Q2 2024 in Review

Waters Parkerson & Co sold out of Chubb (CB) in Q2 2024, closing a stake of 1,259 shares — an estimated $326K sold.

Waters Parkerson & Co first reported a position in CB in Q1 2024 and held it in 1 quarter. The position peaked at $326K in Q1 2024. 1,706 funds tracked by Wall St. Rank hold CB as of Q2 2024.

Waters Parkerson & Co reported no remaining Chubb position as of Q2 2024 after selling out during the quarter.
Waters Parkerson & Co sold 1,259 Chubb shares in Q2 2024, an estimated $326K.
Waters Parkerson & Co first reported a position in Chubb in Q1 2024 and held it in 1 quarter.
Waters Parkerson & Co's Chubb position peaked at $326K in Q1 2024.
1,706 funds tracked by Wall St. Rank held Chubb as of Q2 2024.

Based on Waters Parkerson & Co's 13F filing for Q2 2024, filed 13 Aug 2024.