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James Investment Research’s Chubb CB Stock Holding History

James Investment Research’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
Q3 		– Sell
-14
Closed -$2K – 474
2020
Q2 		$2K Hold
14
– – ﹤0.01% 431
2020
Q1 		$2K Buy
+14
New +$2.01K ﹤0.01% 439
2018
Q2 		– Sell
-950
Closed -$130K – 802
2018
Q1 		$130K Sell
950
-3,250
-77% -$471K ﹤0.01% 592
2017
Q4 		$614K Sell
4,200
-7,440
-64% -$1.11M 0.02% 505
2017
Q3 		$1.66M Buy
11,640
+6,240
+116% +$903K 0.06% 374
2017
Q2 		$785K Sell
5,400
-665
-11% -$93.6K 0.02% 432
2017
Q1 		$826K Sell
6,065
-87,090
-93% -$11.7M 0.02% 315
2016
Q4 		$12.3M Sell
93,155
-102,977
-53% -$13.1M 0.32% 111
2016
Q3 		$24.6M Sell
196,132
-31,939
-14% -$4.05M 0.65% 50
2016
Q2 		$29.8M Sell
228,071
-19,137
-8% -$2.36M 0.75% 43
2016
Q1 		$29.5M Buy
247,208
+25,974
+12% +$2.98M 0.72% 45
2015
Q4 		$25.9M Buy
221,234
+815
+0.4% +$92.2K 0.64% 46
2015
Q3 		$22.8M Buy
220,419
+98,726
+81% +$10.3M 0.61% 53
2015
Q2 		$12.4M Sell
121,693
-1,360
-1% -$146K 0.29% 102
2015
Q1 		$13.7M Buy
123,053
+44,093
+56% +$4.96M 0.32% 95
2014
Q4 		$9.07M Buy
78,960
+75,960
+2,532% +$8.41M 0.25% 113
2014
Q3 		$315K Buy
+3,000
New +$313K 0.01% 293
2013
Q4 		– Sell
-196
Closed -$18K – 534
2013
Q3 		$18K Hold
196
– – ﹤0.01% 438
2013
Q2 		$18K Buy
+196
New +$17.6K ﹤0.01% 425

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

James Investment Research's CB Position: Q3 2020 in Review

James Investment Research sold out of Chubb (CB) in Q3 2020, closing a stake of 14 shares — an estimated $2K sold.

James Investment Research first reported a position in CB in Q2 2013 and held it in 19 quarters. The position peaked at $29.8M in Q2 2016. 1,055 funds tracked by Wall St. Rank hold CB as of Q3 2020.

  • James Investment Research reported no remaining Chubb position as of Q3 2020 after selling out during the quarter.
  • James Investment Research sold 14 Chubb shares in Q3 2020, an estimated $2K.
  • James Investment Research first reported a position in Chubb in Q2 2013 and held it in 19 quarters.
  • James Investment Research's Chubb position peaked at $29.8M in Q2 2016.
  • 1,055 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.