Birch Hill Investment Advisors’s Chubb CB Stock Holding History

Birch Hill 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
2019 Q2	–	Sell	-1,556	Closed	-$218K	–	143
2019 Q1	$218K	Sell	1,556 -729	-32%	-$97K	0.02%	135
2018 Q4	$295K	Sell	2,285 -379	-14%	-$49K	0.03%	125
2018 Q3	$356K	Buy	+2,664	New	+$360K	0.03%	129
2018 Q2	–	Sell	-1,868	Closed	-$255K	–	143
2018 Q1	$255K	Buy	+1,868	New	+$271K	0.02%	128
2017 Q4	–	Sell	-1,835	Closed	-$262K	–	135
2017 Q3	$262K	Hold	1,835	–	–	0.02%	117
2017 Q2	$267K	Sell	1,835 -40	-2%	-$5.63K	0.02%	116
2017 Q1	$255K	Buy	1,875 +40	+2%	+$5.38K	0.02%	117
2016 Q4	$242K	Sell	1,835 -424	-19%	-$54.1K	0.02%	116
2016 Q3	$284K	Hold	2,259	–	–	0.03%	115
2016 Q2	$295K	Hold	2,259	–	–	0.03%	112
2016 Q1	$269K	Buy	+2,259	New	+$260K	0.03%	116

Other funds holding CB

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

Birch Hill Investment Advisors's CB Position: Q2 2019 in Review

Birch Hill Investment Advisors sold out of Chubb (CB) in Q2 2019, closing a stake of 1,556 shares — an estimated $218K sold.

Birch Hill Investment Advisors first reported a position in CB in Q1 2016 and held it in 11 quarters. The position peaked at $356K in Q3 2018. 1,121 funds tracked by Wall St. Rank hold CB as of Q2 2019.

Birch Hill Investment Advisors reported no remaining Chubb position as of Q2 2019 after selling out during the quarter.
Birch Hill Investment Advisors sold 1,556 Chubb shares in Q2 2019, an estimated $218K.
Birch Hill Investment Advisors first reported a position in Chubb in Q1 2016 and held it in 11 quarters.
Birch Hill Investment Advisors's Chubb position peaked at $356K in Q3 2018.
1,121 funds tracked by Wall St. Rank held Chubb as of Q2 2019.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2019, filed 22 Jul 2019.