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Wiser Advisor Group’s Chubb CB Stock Holding History

Wiser Advisor Group’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
Q3 		– Sell
-44
Closed -$11.1K – 265
2024
Q2 		$11.1K Buy
44
+1
+2% +$257 0.02% 185
2024
Q1 		$11.3K Hold
43
– – 0.02% 179
2023
Q4 		$9.8K Buy
+43
New +$9.4K 0.02% 184

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wiser Advisor Group's CB Position: Q3 2024 in Review

Wiser Advisor Group sold out of Chubb (CB) in Q3 2024, closing a stake of 44 shares — an estimated $11.1K sold.

Wiser Advisor Group first reported a position in CB in Q4 2023 and held it in 3 quarters. The position peaked at $11.3K in Q1 2024. 1,801 funds tracked by Wall St. Rank hold CB as of Q3 2024.

  • Wiser Advisor Group reported no remaining Chubb position as of Q3 2024 after selling out during the quarter.
  • Wiser Advisor Group sold 44 Chubb shares in Q3 2024, an estimated $11.1K.
  • Wiser Advisor Group first reported a position in Chubb in Q4 2023 and held it in 3 quarters.
  • Wiser Advisor Group's Chubb position peaked at $11.3K in Q1 2024.
  • 1,801 funds tracked by Wall St. Rank held Chubb as of Q3 2024.

Based on Wiser Advisor Group's 13F filing for Q3 2024, filed 13 Nov 2024.