Bowling Portfolio Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$705K Sell
3,876
-4,849
-56% -$921K 0.19% 143
2022
Q2
$1.72M Sell
8,725
-4,022
-32% -$829K 0.43% 75
2022
Q1
$2.73M Buy
12,747
+9,153
+255% +$1.86M 0.59% 43
2021
Q4
$695K Sell
3,594
-34
-0.9% -$6.39K 0.14% 159
2021
Q3
$629K Sell
3,628
-5
-0.1% -$876 0.14% 157
2021
Q2
$577K Buy
3,633
+5
+0.1% +$829 0.13% 159
2021
Q1
$573K Sell
3,628
-189
-5% -$30.5K 0.14% 169
2020
Q4
$588K Sell
3,817
-449
-11% -$62.9K 0.14% 198
2020
Q3
$495K Sell
4,266
-67
-2% -$8.42K 0.11% 201
2020
Q2
$549K Buy
4,333
+7
+0.2% +$811 0.12% 226
2020
Q1
$483K Sell
4,326
-484
-10% -$69.4K 0.12% 240
2019
Q4
$749K Sell
4,810
-12
-0.2% -$1.84K 0.13% 243
2019
Q3
$778K Sell
4,822
-553
-10% -$85.6K 0.13% 239
2019
Q2
$792K Sell
5,375
-3,253
-38% -$470K 0.13% 236
2019
Q1
$1.21M Sell
8,628
-9,922
-53% -$1.32M 0.19% 194
2018
Q4
$2.4M Sell
18,550
-656
-3% -$84.8K 0.42% 71
2018
Q3
$2.57M Sell
19,206
-197
-1% -$26.6K 0.36% 85
2018
Q2
$2.46M Sell
19,403
-1,022
-5% -$136K 0.34% 92
2018
Q1
$2.79M Sell
20,425
-869
-4% -$126K 0.38% 79
2017
Q4
$3.11M Sell
21,294
-273
-1% -$40.8K 0.41% 73
2017
Q3
$3.07M Sell
21,567
-259
-1% -$37.5K 0.46% 64
2017
Q2
$3.17M Sell
21,826
-52
-0.2% -$7.32K 0.47% 72
2017
Q1
$2.98M Sell
21,878
-179
-0.8% -$24.1K 0.49% 73
2016
Q4
$2.91M Sell
22,057
-1,105
-5% -$141K 0.43% 83
2016
Q3
$2.91M Sell
23,162
-423
-2% -$53.7K 0.41% 82
2016
Q2
$3.08M Sell
23,585
-391
-2% -$48.2K 0.5% 76
2016
Q1
$2.86M Sell
23,976
-129
-0.5% -$14.8K 0.46% 78
2015
Q4
$2.82M Sell
24,105
-286
-1% -$32.4K 0.62% 69
2015
Q3
$2.52M Sell
24,391
-573
-2% -$59.9K 0.58% 77
2015
Q2
$2.54M Sell
24,964
-23,713
-49% -$2.55M 0.55% 74
2015
Q1
$5.43M Sell
48,677
-315
-0.6% -$35.4K 1.19% 26
2014
Q4
$5.63K Sell
48,992
-7,104
-13% -$786K 1.14% 24
2014
Q3
$5.88M Sell
56,096
-913
-2% -$95.2K 1.38% 25
2014
Q2
$5.91M Buy
+57,009
New +$5.84M 1.4% 17

Other funds holding CB

Bowling Portfolio Management's CB Position: Q3 2022 in Review

Bowling Portfolio Management reduced its Chubb (CB) stake by 56% in Q3 2022, selling an estimated $921K and leaving 3,876 shares worth $705K. The position accounts for 0.19% of the portfolio, ranked #143.

Bowling Portfolio Management first reported a position in CB in Q2 2014 and has held it in 34 quarters since. The position peaked at $5.91M in Q2 2014. 1,359 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Bowling Portfolio Management held 3,876 shares of Chubb worth $705K as of Q3 2022.
  • Bowling Portfolio Management sold 4,849 Chubb shares in Q3 2022, an estimated $921K.
  • Chubb made up 0.19% of Bowling Portfolio Management's portfolio in Q3 2022, its #143 holding.
  • Bowling Portfolio Management first reported a position in Chubb in Q2 2014 and has held it in 34 quarters since.
  • Bowling Portfolio Management's Chubb position peaked at $5.91M in Q2 2014.
  • 1,359 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.