Advisory Research’s Chubb CB Stock Holding History

Advisory Research’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
2023 Q4	–	Sell	-1,426	Closed	-$297K	–	357
2023 Q3	$297K	Sell	1,426 -1	-0.1%	-$202	0.04%	377
2023 Q2	$275K	Buy	+1,427	New	+$280K	0.04%	388
2019 Q1	–	Sell	-16,240	Closed	-$2.1M	–	352
2018 Q4	$2.1M	Sell	16,240 -65	-0.4%	-$8.4K	0.04%	181
2018 Q3	$2.18M	Sell	16,305 -633	-4%	-$85.6K	0.04%	188
2018 Q2	$2.15M	Buy	+16,938	New	+$2.25M	0.03%	208
2014 Q2	–	Sell	-705	Closed	-$70K	–	382
2014 Q1	$70K	Buy	+705	New	+$68.4K	﹤0.01%	497

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research's CB Position: Q4 2023 in Review

Advisory Research sold out of Chubb (CB) in Q4 2023, closing a stake of 1,426 shares — an estimated $297K sold.

Advisory Research first reported a position in CB in Q1 2014 and held it in 6 quarters. The position peaked at $2.18M in Q3 2018. 1,598 funds tracked by Wall St. Rank hold CB as of Q4 2023.

Advisory Research reported no remaining Chubb position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 1,426 Chubb shares in Q4 2023, an estimated $297K.
Advisory Research first reported a position in Chubb in Q1 2014 and held it in 6 quarters.
Advisory Research's Chubb position peaked at $2.18M in Q3 2018.
1,598 funds tracked by Wall St. Rank held Chubb as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.