HIM
CB icon

Hillsdale Investment Management’s Chubb CB Stock Holding History

Hillsdale 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
2023
Q1 		– Sell
-2,470
Closed -$545K – 577
2022
Q4 		$545K Sell
2,470
-400
-14% -$83.2K 0.05% 305
2022
Q3 		$522K Hold
2,870
– – 0.05% 314
2022
Q2 		$565K Hold
2,870
– – 0.05% 301
2022
Q1 		$614K Buy
+2,870
New +$583K 0.04% 333
2021
Q1 		– Sell
-3,430
Closed -$528K – 548
2020
Q4 		$528K Buy
3,430
+3,400
+11,333% +$477K 0.05% 337
2020
Q3 		$3K Hold
30
– – ﹤0.01% 542
2020
Q2 		$4K Hold
30
– – ﹤0.01% 511
2020
Q1 		$3K Hold
30
– – ﹤0.01% 541
2019
Q4 		$5K Hold
30
– – ﹤0.01% 525
2019
Q3 		$5K Hold
30
– – ﹤0.01% 550
2019
Q2 		$4K Hold
30
– – ﹤0.01% 545
2019
Q1 		$4K Hold
30
– – ﹤0.01% 540
2018
Q4 		$4K Buy
30
+5
+20% +$646 ﹤0.01% 510
2018
Q3 		$3K Hold
25
– – ﹤0.01% 424
2018
Q2 		$3K Buy
25
+5
+25% +$664 ﹤0.01% 442
2018
Q1 		$3K Sell
20
-5
-20% -$724 ﹤0.01% 413
2017
Q4 		$4K Hold
25
– – ﹤0.01% 413
2017
Q3 		$4K Buy
+25
New +$3.62K ﹤0.01% 403
2015
Q4 		– Sell
-2,100
Closed -$217K – 507
2015
Q3 		$217K Sell
2,100
-600
-22% -$62.7K 0.07% 288
2015
Q2 		$275K Buy
2,700
+100
+4% +$10.8K 0.08% 283
2015
Q1 		$290K Sell
2,600
-300
-10% -$33.7K 0.07% 300
2014
Q4 		$333K Buy
+2,900
New +$321K 0.09% 211
2013
Q3 		– Sell
-3,100
Closed -$277K – 520
2013
Q2 		$277K Buy
+3,100
New +$278K 0.09% 207

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's CB Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Chubb (CB) in Q1 2023, closing a stake of 2,470 shares — an estimated $545K sold.

Hillsdale Investment Management first reported a position in CB in Q2 2013 and held it in 23 quarters. The position peaked at $614K in Q1 2022. 1,464 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Hillsdale Investment Management reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,470 Chubb shares in Q1 2023, an estimated $545K.
  • Hillsdale Investment Management first reported a position in Chubb in Q2 2013 and held it in 23 quarters.
  • Hillsdale Investment Management's Chubb position peaked at $614K in Q1 2022.
  • 1,464 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.