BFA
CB

Bragg Financial Advisors’s CHUBB CORPORATION CB Stock Holding History

Bragg Financial 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
2016
Q1 		– Sell
-31,388
Closed -$4.16M – 252
2015
Q4 		$4.16M Buy
31,388
+1,126
+4% +$146K 0.89% 38
2015
Q3 		$3.71M Buy
30,262
+1,235
+4% +$151K 0.89% 41
2015
Q2 		$2.76M Buy
29,027
+661
+2% +$65.2K 0.63% 61
2015
Q1 		$2.87M Buy
28,366
+2,374
+9% +$240K 0.66% 57
2014
Q4 		$2.69M Buy
25,992
+236
+0.9% +$23.5K 0.65% 59
2014
Q3 		$2.35M Sell
25,756
-1,016
-4% -$92.5K 0.59% 67
2014
Q2 		$2.47M Buy
26,772
+436
+2% +$40.1K 0.59% 65
2014
Q1 		$2.35M Sell
26,336
-36
-0.1% -$3.15K 0.57% 65
2013
Q4 		$2.55M Sell
26,372
-113
-0.4% -$10.5K 0.62% 57
2013
Q3 		$2.36M Buy
26,485
+649
+3% +$56.1K 0.62% 59
2013
Q2 		$2.19M Buy
+25,836
New +$2.26M 0.6% 61

Other funds holding CB

AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
MI
Markston International White Plains, New York $99.1M AUM 27.9% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.34B AUM 18.66% 1-Year Est. Return
PIM
Penobscot Investment Management Boston, Massachusetts $1.28B AUM 26.38% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Bragg Financial Advisors's CB Position: Q1 2016 in Review

Bragg Financial Advisors sold out of CHUBB CORPORATION (CB) in Q1 2016, closing a stake of 31,388 shares — an estimated $4.16M sold.

Bragg Financial Advisors first reported a position in CB in Q2 2013 and held it in 11 quarters. The position peaked at $4.16M in Q4 2015. 38 funds tracked by Wall St. Rank hold CB as of Q1 2016.

  • Bragg Financial Advisors reported no remaining CHUBB CORPORATION position as of Q1 2016 after selling out during the quarter.
  • Bragg Financial Advisors sold 31,388 CHUBB CORPORATION shares in Q1 2016, an estimated $4.16M.
  • Bragg Financial Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 11 quarters.
  • Bragg Financial Advisors's CHUBB CORPORATION position peaked at $4.16M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q1 2016.

Based on Bragg Financial Advisors's 13F filing for Q1 2016, filed 12 May 2016.