BAIA
CB icon

Bel Air Investment Advisors’s Chubb CB Stock Holding History

Bel Air Investment Advisors’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 		$326K Sell
2,053
-1,583
-44% -$262K 0.01% 307
2021
Q1 		$574K Buy
+3,636
New +$586K 0.02% 252

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bel Air Investment Advisors's CB Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Chubb (CB) stake by 44% in Q2 2021, selling an estimated $262K and leaving 2,053 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #307.

Bel Air Investment Advisors first reported a position in CB in Q1 2021 and has held it in 2 quarters since. The position peaked at $574K in Q1 2021. 1,208 funds tracked by Wall St. Rank hold CB as of Q2 2021.

  • Bel Air Investment Advisors held 2,053 shares of Chubb worth $326K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,583 Chubb shares in Q2 2021, an estimated $262K.
  • Chubb made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #307 holding.
  • Bel Air Investment Advisors first reported a position in Chubb in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Chubb position peaked at $574K in Q1 2021.
  • 1,208 funds tracked by Wall St. Rank held Chubb as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.