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Epoch Investment Partners’s Chubb CB Stock Holding History

Epoch Investment Partners’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
2024
Q4 		– Sell
-8,146
Closed -$2.35M – 298
2024
Q3 		$2.35M Sell
8,146
-109
-1% -$29.9K 0.01% 246
2024
Q2 		$2.11M Sell
8,255
-588
-7% -$151K 0.01% 261
2024
Q1 		$2.29M Sell
8,843
-912
-9% -$224K 0.01% 293
2023
Q4 		$2.2M Sell
9,755
-777
-7% -$170K 0.01% 305
2023
Q3 		$2.19M Buy
10,532
+893
+9% +$181K 0.01% 311
2023
Q2 		$1.86M Buy
9,639
+1,934
+25% +$379K 0.01% 330
2023
Q1 		$1.5M Buy
7,705
+1,330
+21% +$280K 0.01% 336
2022
Q4 		$1.41M Sell
6,375
-815
-11% -$170K 0.01% 330
2022
Q3 		$1.31M Sell
7,190
-248
-3% -$47.1K 0.01% 340
2022
Q2 		$1.46M Sell
7,438
-779
-9% -$160K 0.01% 342
2022
Q1 		$1.76M Buy
+8,217
New +$1.67M 0.01% 342
2019
Q2 		– Sell
-757,836
Closed -$106M – 290
2019
Q1 		$106M Sell
757,836
-36,952
-5% -$4.92M 0.46% 86
2018
Q4 		$103M Sell
794,788
-401,571
-34% -$51.9M 0.48% 76
2018
Q3 		$160M Sell
1,196,359
-379,388
-24% -$51.3M 0.61% 60
2018
Q2 		$200K Sell
1,575,747
-477,048
-23% -$63.4M 0.62% 45
2018
Q1 		$281M Buy
2,052,795
+200,147
+11% +$29M 0.99% 29
2017
Q4 		$271M Sell
1,852,648
-236,696
-11% -$35.4M 0.9% 35
2017
Q3 		$298M Buy
2,089,344
+11,569
+0.6% +$1.67M 1% 31
2017
Q2 		$302M Sell
2,077,775
-455,932
-18% -$64.2M 1.02% 32
2017
Q1 		$345M Sell
2,533,707
-177,864
-7% -$23.9M 1.15% 21
2016
Q4 		$358M Buy
2,711,571
+1,728,919
+176% +$220M 1.34% 18
2016
Q3 		$123M Buy
982,652
+106,173
+12% +$13.5M 0.46% 82
2016
Q2 		$115M Sell
876,479
-11,376
-1% -$1.4M 0.43% 82
2016
Q1 		$106M Buy
887,855
+881,997
+15,056% +$101M 0.4% 87
2015
Q4 		$685K Buy
+5,858
New +$663K ﹤0.01% 272

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Epoch Investment Partners's CB Position: Q4 2024 in Review

Epoch Investment Partners sold out of Chubb (CB) in Q4 2024, closing a stake of 8,146 shares — an estimated $2.35M sold.

Epoch Investment Partners first reported a position in CB in Q4 2015 and held it in 25 quarters. The position peaked at $358M in Q4 2016. 1,897 funds tracked by Wall St. Rank hold CB as of Q4 2024.

  • Epoch Investment Partners reported no remaining Chubb position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 8,146 Chubb shares in Q4 2024, an estimated $2.35M.
  • Epoch Investment Partners first reported a position in Chubb in Q4 2015 and held it in 25 quarters.
  • Epoch Investment Partners's Chubb position peaked at $358M in Q4 2016.
  • 1,897 funds tracked by Wall St. Rank held Chubb as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.