BIM
CB

Baldwin Investment Management’s CHUBB CORPORATION CB Stock Holding History

Baldwin 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
2021
Q2 		– Sell
-4,475
Closed -$707K – 262
2021
Q1 		$707K Sell
4,475
-50
-1% -$7.9K 0.13% 124
2020
Q4 		$696K Buy
4,525
+725
+19% +$112K 0.14% 116
2020
Q3 		$441K Buy
3,800
+250
+7% +$29K 0.1% 135
2020
Q2 		$450K Sell
3,550
-500
-12% -$63.4K 0.14% 100
2020
Q1 		$452K Hold
4,050
– – 0.16% 86
2019
Q4 		$630K Hold
4,050
– – 0.17% 85
2019
Q3 		$654K Buy
4,050
+200
+5% +$32.3K 0.19% 77
2019
Q2 		$567K Sell
3,850
-50
-1% -$7.36K 0.16% 97
2019
Q1 		$546K Hold
3,900
– – 0.16% 98
2018
Q4 		$504K Hold
3,900
– – 0.16% 89
2018
Q3 		$521K Hold
3,900
– – 0.15% 101
2018
Q2 		$495K Sell
3,900
-1,000
-20% -$127K 0.16% 102
2018
Q1 		$670K Buy
4,900
+525
+12% +$71.8K 0.24% 57
2017
Q4 		$639K Sell
4,375
-100
-2% -$14.6K 0.23% 63
2017
Q3 		$638K Buy
4,475
+100
+2% +$14.3K 0.24% 61
2017
Q2 		$636K Sell
4,375
-150
-3% -$21.8K 0.26% 61
2017
Q1 		$617K Hold
4,525
– – 0.24% 66
2016
Q4 		$598K Sell
4,525
-400
-8% -$52.9K 0.24% 65
2016
Q3 		$619K Hold
4,925
– – 0.26% 60
2016
Q2 		$644K Sell
4,925
-280
-5% -$36.6K 0.28% 56
2016
Q1 		$620K Buy
+5,205
New +$674K 0.27% 57

Other funds holding CB

CWM
CIBC World Markets New York $20.8B AUM
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.16B AUM 27.24% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $515M AUM 24.59% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.46B AUM 32.32% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Baldwin Investment Management's CB Position: Q2 2021 in Review

Baldwin Investment Management sold out of CHUBB CORPORATION (CB) in Q2 2021, closing a stake of 4,475 shares — an estimated $707K sold.

Baldwin Investment Management first reported a position in CB in Q1 2016 and held it in 21 quarters. The position peaked at $707K in Q1 2021. 9 funds tracked by Wall St. Rank hold CB as of Q2 2021.

  • Baldwin Investment Management reported no remaining CHUBB CORPORATION position as of Q2 2021 after selling out during the quarter.
  • Baldwin Investment Management sold 4,475 CHUBB CORPORATION shares in Q2 2021, an estimated $707K.
  • Baldwin Investment Management first reported a position in CHUBB CORPORATION in Q1 2016 and held it in 21 quarters.
  • Baldwin Investment Management's CHUBB CORPORATION position peaked at $707K in Q1 2021.
  • 9 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2021.

Based on Baldwin Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.