Wipfli Financial Advisors’s Chubb CB Stock Holding History

Wipfli 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
2022 Q3	$450K	Buy	+2,466	New	+$468K	0.03%	245

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Wipfli Financial Advisors's CB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Chubb (CB) in Q3 2022: 2,466 shares worth $450K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings.

1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

Wipfli Financial Advisors held 2,466 shares of Chubb worth $450K as of Q3 2022.
Chubb was a new Wipfli Financial Advisors position in Q3 2022.
Chubb made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #245 holding.
1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.