AR
CB

Advisory Research’s CHUBB CORPORATION 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
2015
Q3 		– Sell
-6,245
Closed -$594K – 337
2015
Q2 		$594K Sell
6,245
-5,731
-48% -$566K 0.01% 271
2015
Q1 		$1.21M Buy
11,976
+455
+4% +$46.1K 0.01% 222
2014
Q4 		$1.19M Sell
11,521
-7,703
-40% -$767K 0.01% 236
2014
Q3 		$1.75M Sell
19,224
-6,381
-25% -$581K 0.02% 213
2014
Q2 		$2.36M Sell
25,605
-612
-2% -$56.3K 0.02% 196
2014
Q1 		$2.34M Buy
26,217
+2,152
+9% +$188K 0.02% 180
2013
Q4 		$2.33M Buy
24,065
+1,784
+8% +$166K 0.02% 188
2013
Q3 		$1.99M Buy
22,281
+332
+2% +$28.7K 0.02% 203
2013
Q2 		$1.86M Buy
+21,949
New +$1.92M 0.02% 205

Other funds holding CB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Advisory Research's CB Position: Q3 2015 in Review

Advisory Research sold out of CHUBB CORPORATION (CB) in Q3 2015, closing a stake of 6,245 shares — an estimated $594K sold.

Advisory Research first reported a position in CB in Q2 2013 and held it in 9 quarters. The position peaked at $2.36M in Q2 2014. 815 funds tracked by Wall St. Rank hold CB as of Q3 2015.

  • Advisory Research reported no remaining CHUBB CORPORATION position as of Q3 2015 after selling out during the quarter.
  • Advisory Research sold 6,245 CHUBB CORPORATION shares in Q3 2015, an estimated $594K.
  • Advisory Research first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 9 quarters.
  • Advisory Research's CHUBB CORPORATION position peaked at $2.36M in Q2 2014.
  • 815 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2015.

Based on Advisory Research's 13F filing for Q3 2015, filed 13 Nov 2015.