Wilbanks Smith & Thomas Asset Management’s Chubb CB Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$530K	Buy	2,044 +1,114	+120%	+$274K	0.01%	333
2023 Q4	$210K	Buy	+930	New	+$203K	0.01%	497
2023 Q1	–	Sell	-917	Closed	-$202K	–	509
2022 Q4	$202K	Buy	+917	New	+$191K	0.01%	473
2018 Q4	–	Sell	-709	Closed	-$94K	–	493
2018 Q3	$94K	Buy	+709	New	+$95.9K	0.01%	555
2015 Q1	–	Sell	-1,771	Closed	-$203K	–	305
2014 Q4	$203K	Buy	+1,771	New	+$196K	0.02%	290

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $315B AUM 27.84% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's CB Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Chubb (CB) stake by 120% in Q1 2024, buying an estimated $274K and bringing the position to 2,044 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #333.

Wilbanks Smith & Thomas Asset Management first reported a position in CB in Q4 2014 and has held it in 5 quarters since. 1,697 funds tracked by Wall St. Rank hold CB as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 2,044 shares of Chubb worth $530K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 1,114 Chubb shares in Q1 2024, an estimated $274K.
Chubb made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #333 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Chubb in Q4 2014 and has held it in 5 quarters since.
1,697 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.