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Chubb Ltd’s Morgan Stanley MS Stock Holding History

Chubb Ltd’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-490,472
Closed -$23.2M – 20
2018
Q2 		$23.2M Hold
490,472
– – 9.77% 1
2018
Q1 		$26.5M Hold
490,472
– – 11.51% 1
2017
Q4 		$25.7M Hold
490,472
– – 11.2% 1
2017
Q3 		$23.6M Hold
490,472
– – 10.3% 1
2017
Q2 		$21.9M Hold
490,472
– – 9.28% 1
2017
Q1 		$21M Hold
490,472
– – 9.07% 1
2016
Q4 		$20.7M Hold
490,472
– – 9.1% 1
2016
Q3 		$15.7M Hold
490,472
– – 7.13% 6
2016
Q2 		$12.7M Hold
490,472
– – 5.51% 11
2016
Q1 		$12.3M Buy
+490,472
New +$12.5M 3.34% 20

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Chubb Ltd's MS Position: Q3 2018 in Review

Chubb Ltd sold out of Morgan Stanley (MS) in Q3 2018, closing a stake of 490,472 shares — an estimated $23.2M sold.

Chubb Ltd first reported a position in MS in Q1 2016 and held it in 10 quarters. The position peaked at $26.5M in Q1 2018. 1,035 funds tracked by Wall St. Rank hold MS as of Q3 2018.

  • Chubb Ltd reported no remaining Morgan Stanley position as of Q3 2018 after selling out during the quarter.
  • Chubb Ltd sold 490,472 Morgan Stanley shares in Q3 2018, an estimated $23.2M.
  • Chubb Ltd first reported a position in Morgan Stanley in Q1 2016 and held it in 10 quarters.
  • Chubb Ltd's Morgan Stanley position peaked at $26.5M in Q1 2018.
  • 1,035 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2018.

Based on Chubb Ltd's 13F filing for Q3 2018, filed 31 Oct 2018.