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BRC Investment Management’s Chubb CB Stock Holding History

BRC Investment Management’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
2015
Q1 		– Sell
-53,648
Closed -$6.16M – 111
2014
Q4 		$6.16M Buy
53,648
+10,457
+24% +$1.16M 0.84% 38
2014
Q3 		$4.53M Sell
43,191
-5,196
-11% -$542K 0.69% 45
2014
Q2 		$5.02M Buy
48,387
+2,096
+5% +$215K 0.72% 43
2014
Q1 		$4.59M Buy
46,291
+2,661
+6% +$258K 0.72% 41
2013
Q4 		$4.52M Hold
43,630
– – 0.74% 38
2013
Q3 		$4.08M Buy
43,630
+34,070
+356% +$3.11M 0.62% 42
2013
Q2 		$855K Buy
+9,560
New +$856K 0.15% 65

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return