Forvis Mazars Wealth Advisors’s CHUBB CORPORATION CB Stock Holding History

Forvis Mazars Wealth 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
2015 Q4	–	Sell	-16,791	Closed	-$2.06M	–	204
2015 Q3	$2.06M	Sell	16,791 -2,002	-11%	-$245K	0.36%	37
2015 Q2	$1.79M	Sell	18,793 -58	-0.3%	-$5.72K	0.27%	50
2015 Q1	$1.91M	Sell	18,851 -404	-2%	-$40.9K	0.28%	50
2014 Q4	$1.99M	Buy	19,255 +69	+0.4%	+$6.87K	0.33%	48
2014 Q3	$1.75M	Sell	19,186 -6	-0%	-$546	0.3%	49
2014 Q2	$1.77M	Sell	19,192 -1,944	-9%	-$179K	0.3%	49
2014 Q1	$1.89M	Buy	21,136 +991	+5%	+$86.8K	0.33%	48
2013 Q4	$1.95M	Sell	20,145 -987	-5%	-$92K	0.36%	49
2013 Q3	$1.89M	Sell	21,132 -242	-1%	-$20.9K	0.39%	46
2013 Q2	$1.81M	Buy	+21,374	New	+$1.87M	1.43%	27

Other funds holding CB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CB Position: Q4 2015 in Review

Forvis Mazars Wealth Advisors sold out of CHUBB CORPORATION (CB) in Q4 2015, closing a stake of 16,791 shares — an estimated $2.06M sold.

Forvis Mazars Wealth Advisors first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $2.06M in Q3 2015. 787 funds tracked by Wall St. Rank hold CB as of Q4 2015.

Forvis Mazars Wealth Advisors reported no remaining CHUBB CORPORATION position as of Q4 2015 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 16,791 CHUBB CORPORATION shares in Q4 2015, an estimated $2.06M.
Forvis Mazars Wealth Advisors first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's CHUBB CORPORATION position peaked at $2.06M in Q3 2015.
787 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q4 2015.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2015, filed 26 Jan 2016.