Artemis Investment Management’s Chubb CB Stock Holding History

Artemis Investment Management’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 Q2	–	Sell	-43,976	Closed	-$11.4M	–	214
2024 Q1	$11.4M	Sell	43,976 -1,363	-3%	-$335K	0.15%	136
2023 Q4	$10.2M	Sell	45,339 -2,040	-4%	-$446K	0.15%	121
2023 Q3	$9.86M	Sell	47,379 -5,239	-10%	-$1.06M	0.14%	130
2023 Q2	$10.1M	Buy	52,618 +17,925	+52%	+$3.51M	0.13%	138
2023 Q1	$6.72M	Sell	34,693 -3,348	-9%	-$704K	0.08%	167
2022 Q4	$8.44M	Buy	38,041 +5,875	+18%	+$1.22M	0.1%	151
2022 Q3	$5.86M	Buy	+32,166	New	+$6.11M	0.07%	170
2019 Q3	–	Sell	-81,995	Closed	-$12.1M	–	243
2019 Q2	$12.1M	Buy	81,995 +18,952	+30%	+$2.74M	0.14%	171
2019 Q1	$8.83M	Buy	+63,043	New	+$8.39M	0.1%	210
2015 Q2	–	Sell	-1,805	Closed	-$201K	–	233
2015 Q1	$201K	Sell	1,805 -38,753	-96%	-$4.36M	0.01%	234
2014 Q4	$4.66M	Buy	40,558 +19,462	+92%	+$2.15M	0.18%	117
2014 Q3	$2.21M	Buy	+21,096	New	+$2.2M	0.11%	134

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services

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

Geode Capital Management

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