Jacobs Levy Equity Management’s Chubb CB Stock Holding History

Jacobs Levy Equity 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
2022 Q2	–	Sell	-1,260	Closed	-$270K	–	1002
2022 Q1	$270K	Buy	+1,260	New	+$256K	﹤0.01%	935
2021 Q1	–	Sell	-10,562	Closed	-$1.63M	–	1021
2020 Q4	$1.63M	Buy	+10,562	New	+$1.48M	0.01%	617
2020 Q3	–	Sell	-9,242	Closed	-$1.17M	–	1034
2020 Q2	$1.17M	Sell	9,242 -5,741	-38%	-$665K	0.01%	640
2020 Q1	$1.67M	Buy	14,983 +6,424	+75%	+$921K	0.02%	518
2019 Q4	$1.33M	Sell	8,559 -8,431	-50%	-$1.29M	0.01%	627
2019 Q3	$2.74M	Buy	+16,990	New	+$2.63M	0.03%	447
2018 Q3	–	Sell	-1,680	Closed	-$213K	–	996
2018 Q2	$213K	Buy	+1,680	New	+$223K	﹤0.01%	949
2017 Q1	–	Sell	-21,280	Closed	-$2.81M	–	921
2016 Q4	$2.81M	Sell	21,280 -15,454	-42%	-$1.97M	0.05%	361
2016 Q3	$4.62M	Buy	+36,734	New	+$4.66M	0.08%	279
2013 Q3	–	Sell	-19,000	Closed	-$1.7M	–	934
2013 Q2	$1.7M	Buy	+19,000	New	+$1.7M	0.03%	453

Other funds holding CB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management's CB Position: Q2 2022 in Review

Jacobs Levy Equity Management sold out of Chubb (CB) in Q2 2022, closing a stake of 1,260 shares — an estimated $270K sold.

Jacobs Levy Equity Management first reported a position in CB in Q2 2013 and held it in 10 quarters. The position peaked at $4.62M in Q3 2016. 1,402 funds tracked by Wall St. Rank hold CB as of Q2 2022.

Jacobs Levy Equity Management reported no remaining Chubb position as of Q2 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 1,260 Chubb shares in Q2 2022, an estimated $270K.
Jacobs Levy Equity Management first reported a position in Chubb in Q2 2013 and held it in 10 quarters.
Jacobs Levy Equity Management's Chubb position peaked at $4.62M in Q3 2016.
1,402 funds tracked by Wall St. Rank held Chubb as of Q2 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2022, filed 15 Aug 2022.