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Websterrogers Financial Advisors’s Chubb CB Stock Holding History

Websterrogers Financial Advisors’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
Q1 		– Sell
-2,328
Closed -$526K – 77
2023
Q4 		$526K Sell
2,328
-664
-22% -$145K 0.22% 45
2023
Q3 		$623K Hold
2,992
– – 0.27% 41
2023
Q2 		$576K Sell
2,992
-7
-0.2% -$1.37K 0.25% 41
2023
Q1 		$582K Hold
2,999
– – 0.27% 40
2022
Q4 		$662K Hold
2,999
– – 0.32% 40
2022
Q3 		$545K Hold
2,999
– – 0.29% 32
2022
Q2 		$590K Sell
2,999
-63
-2% -$13K 0.29% 35
2022
Q1 		$663K Buy
3,062
+902
+42% +$183K 0.34% 40
2021
Q4 		$418K Buy
+2,160
New +$406K 0.09% 49

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Websterrogers Financial Advisors's CB Position: Q1 2024 in Review

Websterrogers Financial Advisors sold out of Chubb (CB) in Q1 2024, closing a stake of 2,328 shares — an estimated $526K sold.

Websterrogers Financial Advisors first reported a position in CB in Q4 2021 and held it in 9 quarters. The position peaked at $663K in Q1 2022. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

  • Websterrogers Financial Advisors reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 2,328 Chubb shares in Q1 2024, an estimated $526K.
  • Websterrogers Financial Advisors first reported a position in Chubb in Q4 2021 and held it in 9 quarters.
  • Websterrogers Financial Advisors's Chubb position peaked at $663K in Q1 2022.
  • 1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.