Berman Capital Advisors’s Chubb CB Stock Holding History

Berman Capital 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 Q3	$252K	Buy	1,456 +508	+54%	+$89.1K	0.04%	228
2021 Q2	$150K	Buy	948 +174	+22%	+$28.8K	0.02%	284
2021 Q1	$121K	Buy	774 +179	+30%	+$28.8K	0.03%	265
2020 Q4	$91K	Buy	595 +189	+47%	+$26.5K	0.02%	264
2020 Q3	$47K	Sell	406 -121	-23%	-$15.2K	0.01%	355
2020 Q2	$65K	Sell	527 -185	-26%	-$21.4K	0.02%	282
2020 Q1	$79K	Sell	712 -138	-16%	-$19.8K	0.03%	231
2019 Q4	$132K	Buy	850 +1	+0.1%	+$153	0.04%	184
2019 Q3	$137K	Sell	849 -28	-3%	-$4.33K	0.04%	171
2019 Q2	$129K	Buy	877 +92	+12%	+$13.3K	0.04%	177
2019 Q1	$109K	Buy	785 +153	+24%	+$20.4K	0.04%	184
2018 Q4	$81K	Buy	+632	New	+$81.7K	0.03%	198

Other funds holding CB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berman Capital Advisors's CB Position: Q3 2021 in Review

Berman Capital Advisors increased its Chubb (CB) stake by 54% in Q3 2021, buying an estimated $89.1K and bringing the position to 1,456 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #228.

Berman Capital Advisors first reported a position in CB in Q4 2018 and has held it in 12 quarters since. 1,206 funds tracked by Wall St. Rank hold CB as of Q3 2021.

Berman Capital Advisors held 1,456 shares of Chubb worth $252K as of Q3 2021.
Berman Capital Advisors bought 508 Chubb shares in Q3 2021, an estimated $89.1K.
Chubb made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #228 holding.
Berman Capital Advisors first reported a position in Chubb in Q4 2018 and has held it in 12 quarters since.
1,206 funds tracked by Wall St. Rank held Chubb as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.