IP
CB icon

Investment Partners’s Chubb CB Stock Holding History

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
2022
Q4 		– Sell
-2,234
Closed -$406K – 155
2022
Q3 		$406K Buy
2,234
+568
+34% +$108K 0.12% 159
2022
Q2 		$328K Sell
1,666
-84
-5% -$17.3K 0.16% 113
2022
Q1 		$374K Buy
1,750
+7
+0.4% +$1.42K 0.16% 110
2021
Q4 		$337K Sell
1,743
-121
-6% -$22.7K 0.14% 123
2021
Q3 		$323K Buy
1,864
+8
+0.4% +$1.4K 0.15% 121
2021
Q2 		$295K Buy
1,856
+8
+0.4% +$1.33K 0.13% 132
2021
Q1 		$292K Buy
1,848
+8
+0.4% +$1.29K 0.14% 125
2020
Q4 		$283K Buy
1,840
+11
+0.6% +$1.54K 0.15% 116
2020
Q3 		$212K Buy
1,829
+10
+0.5% +$1.26K 0.13% 125
2020
Q2 		$230K Buy
1,819
+10
+0.6% +$1.16K 0.14% 117
2020
Q1 		$202K Sell
1,809
-5
-0.3% -$717 0.15% 117
2019
Q4 		$282K Buy
1,814
+7
+0.4% +$1.07K 0.19% 116
2019
Q3 		$292K Buy
1,807
+8
+0.4% +$1.24K 0.21% 102
2019
Q2 		$265K Buy
1,799
+9
+0.5% +$1.3K 0.19% 117
2019
Q1 		$251K Buy
1,790
+9
+0.5% +$1.2K 0.18% 119
2018
Q4 		$230K Buy
+1,781
New +$230K 0.19% 115
2018
Q3 		– Sell
-1,763
Closed -$224K – 132
2018
Q2 		$224K Buy
1,763
+8
+0.5% +$1.06K 0.17% 133
2018
Q1 		$240K Buy
1,755
+188
+12% +$27.2K 0.18% 130
2017
Q4 		$229K Buy
+1,567
New +$234K 0.17% 132
2017
Q3 		– Sell
-3,116
Closed -$453K – 123
2017
Q2 		$453K Buy
3,116
+64
+2% +$9.01K 0.41% 67
2017
Q1 		$416K Sell
3,052
-758
-20% -$102K 0.4% 68
2016
Q4 		$503K Buy
+3,810
New +$486K 0.49% 67

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Investment Partners's CB Position: Q4 2022 in Review

Investment Partners sold out of Chubb (CB) in Q4 2022, closing a stake of 2,234 shares — an estimated $406K sold.

Investment Partners first reported a position in CB in Q4 2016 and held it in 22 quarters. The position peaked at $503K in Q4 2016. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Investment Partners reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • Investment Partners sold 2,234 Chubb shares in Q4 2022, an estimated $406K.
  • Investment Partners first reported a position in Chubb in Q4 2016 and held it in 22 quarters.
  • Investment Partners's Chubb position peaked at $503K in Q4 2016.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Investment Partners's 13F filing for Q4 2022, filed 18 Jan 2023.