JG
CB icon

Jefferies Group’s Chubb CB Stock Holding History

Jefferies Group’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
2021
Q3 		– Sell
-1,100
Closed -$175K – 1731
2021
Q2 		$175K Buy
+1,100
New +$182K ﹤0.01% 1420
2018
Q2 		– Sell
-15,800
Closed -$2.16M – 2328
2018
Q1 		$2.16M Buy
+15,800
New +$2.29M 0.01% 823
2015
Q2 		– Sell
-60,000
Closed -$6.69M – 3305
2015
Q1 		$6.69M Sell
60,000
-62,200
-51% -$6.99M 0.04% 330
2014
Q4 		$14M Buy
122,200
+116,100
+1,903% +$12.9M 0.08% 208
2014
Q3 		$640K Buy
6,100
+2,100
+53% +$219K ﹤0.01% 1218
2014
Q2 		$415K Buy
+4,000
New +$410K ﹤0.01% 1338

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Jefferies Group's CB Position: Q3 2022 in Review

Jefferies Group increased its Chubb (CB) stake by 17% in Q3 2022, buying an estimated $949K and bringing the position to 35,000 shares worth $6.37M. The position accounts for 0.05% of the portfolio, ranked #298.

Jefferies Group first reported a position in CB in Q2 2013 and has held it in 24 quarters since. The position peaked at $16.6M in Q3 2017. 1,358 funds tracked by Wall St. Rank hold CB as of Q3 2022.

  • Jefferies Group held 35,000 shares of Chubb worth $6.37M as of Q3 2022.
  • Jefferies Group bought 5,000 Chubb shares in Q3 2022, an estimated $949K.
  • Chubb made up 0.05% of Jefferies Group's portfolio in Q3 2022, its #298 holding.
  • Jefferies Group first reported a position in Chubb in Q2 2013 and has held it in 24 quarters since.
  • Jefferies Group's Chubb position peaked at $16.6M in Q3 2017.
  • 1,358 funds tracked by Wall St. Rank held Chubb as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.