JWM
CB icon

Jackson Wealth Management’s Chubb CB Stock Holding History

Jackson Wealth 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
2020
Q1 		– Sell
-9,477
Closed -$1.44M – 109
2019
Q4 		$1.44M Buy
9,477
+222
+2% +$34K 0.24% 95
2019
Q3 		$1.44M Buy
+9,255
New +$1.43M 0.3% 84
2018
Q1 		– Sell
-10,952
Closed -$1.6M – 92
2017
Q4 		$1.6M Buy
10,952
+281
+3% +$42K 0.41% 75
2017
Q3 		$1.57M Buy
+10,671
New +$1.54M 0.43% 62

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Wealth Management's CB Position: Q1 2020 in Review

Jackson Wealth Management sold out of Chubb (CB) in Q1 2020, closing a stake of 9,477 shares — an estimated $1.44M sold.

Jackson Wealth Management first reported a position in CB in Q3 2017 and held it in 4 quarters. The position peaked at $1.6M in Q4 2017. 1,096 funds tracked by Wall St. Rank hold CB as of Q1 2020.

  • Jackson Wealth Management reported no remaining Chubb position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 9,477 Chubb shares in Q1 2020, an estimated $1.44M.
  • Jackson Wealth Management first reported a position in Chubb in Q3 2017 and held it in 4 quarters.
  • Jackson Wealth Management's Chubb position peaked at $1.6M in Q4 2017.
  • 1,096 funds tracked by Wall St. Rank held Chubb as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.