WR Wealth Planners’s Chubb CB Stock Holding History

WR Wealth Planners’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 Q4	$65.5K	Sell	237 -15	-6%	-$4.26K	0.02%	291
2024 Q3	$72.7K	Hold	252	–	–	0.02%	294
2024 Q2	$64.3K	Sell	252 -9	-3%	-$2.31K	0.02%	299
2024 Q1	$67.6K	Buy	+261	New	+$64.2K	0.02%	294
2023 Q4	–	Sell	-240	Closed	-$50K	–	278
2023 Q3	$50K	Sell	240 -142	-37%	-$28.7K	0.02%	315
2023 Q2	$73.6K	Buy	382 +77	+25%	+$15.1K	0.03%	278
2023 Q1	$59.2K	Buy	305 +287	+1,594%	+$60.3K	0.03%	297
2022 Q4	$3.97K	Hold	18	–	–	﹤0.01%	350
2022 Q3	$3.27K	Hold	18	–	–	﹤0.01%	353
2022 Q2	$3.54K	Hold	18	–	–	﹤0.01%	377
2022 Q1	$3.85K	Buy	+18	New	+$3.66K	﹤0.01%	377

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

WR Wealth Planners's CB Position: Q4 2024 in Review

WR Wealth Planners reduced its Chubb (CB) stake by 6% in Q4 2024, selling an estimated $4.26K and leaving 237 shares worth $65.5K. The position accounts for 0.02% of the portfolio, ranked #291.

WR Wealth Planners first reported a position in CB in Q1 2022 and has held it in 11 quarters since. The position peaked at $73.6K in Q2 2023. 1,898 funds tracked by Wall St. Rank hold CB as of Q4 2024.

WR Wealth Planners held 237 shares of Chubb worth $65.5K as of Q4 2024.
WR Wealth Planners sold 15 Chubb shares in Q4 2024, an estimated $4.26K.
Chubb made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #291 holding.
WR Wealth Planners first reported a position in Chubb in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Chubb position peaked at $73.6K in Q2 2023.
1,898 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.