De Burlo Group’s Chubb CB Stock Holding History

De Burlo Group’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
2022 Q4	–	Sell	-33	Closed	-$6K	–	94
2022 Q3	$6K	Buy	+33	New	+$6.27K	﹤0.01%	157
2022 Q2	–	Sell	-33	Closed	-$7.06K	–	105
2022 Q1	$7.06K	Buy	+33	New	+$6.71K	﹤0.01%	155
2015 Q2	–	Sell	-43,600	Closed	-$4.86M	–	107
2015 Q1	$4.86M	Sell	43,600 -7,600	-15%	-$855K	0.96%	46
2014 Q4	$5.88M	Buy	51,200 +27,000	+112%	+$2.99M	1.19%	35
2014 Q3	$2.54M	Hold	24,200	–	–	0.56%	59
2014 Q2	$2.51M	Buy	24,200 +4,000	+20%	+$410K	0.57%	57
2014 Q1	$2M	Hold	20,200	–	–	0.48%	56
2013 Q4	$2.09M	Buy	+20,200	New	+$1.98M	0.5%	59

Other funds holding CB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

De Burlo Group's CB Position: Q4 2022 in Review

De Burlo Group sold out of Chubb (CB) in Q4 2022, closing a stake of 33 shares — an estimated $6K sold.

De Burlo Group first reported a position in CB in Q4 2013 and held it in 8 quarters. The position peaked at $5.88M in Q4 2014. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

De Burlo Group reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 33 Chubb shares in Q4 2022, an estimated $6K.
De Burlo Group first reported a position in Chubb in Q4 2013 and held it in 8 quarters.
De Burlo Group's Chubb position peaked at $5.88M in Q4 2014.
1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.