KA
CB icon

Kerrisdale Advisers’s Chubb CB Stock Holding History

Kerrisdale Advisers’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
-19,715
Closed -$3.59M – 92
2022
Q3 		$3.59M Buy
+19,715
New +$3.74M 0.87% 29
2013
Q4 		– Sell
-96,122
Closed -$8.99M – 59
2013
Q3 		$8.99M Buy
96,122
+84,390
+719% +$7.71M 4.18% 7
2013
Q2 		$1.05M Buy
+11,732
New +$1.05M 0.48% 39

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

Kerrisdale Advisers's CB Position: Q4 2022 in Review

Kerrisdale Advisers sold out of Chubb (CB) in Q4 2022, closing a stake of 19,715 shares — an estimated $3.59M sold.

Kerrisdale Advisers first reported a position in CB in Q2 2013 and held it in 3 quarters. The position peaked at $8.99M in Q3 2013. 1,481 funds tracked by Wall St. Rank hold CB as of Q4 2022.

  • Kerrisdale Advisers reported no remaining Chubb position as of Q4 2022 after selling out during the quarter.
  • Kerrisdale Advisers sold 19,715 Chubb shares in Q4 2022, an estimated $3.59M.
  • Kerrisdale Advisers first reported a position in Chubb in Q2 2013 and held it in 3 quarters.
  • Kerrisdale Advisers's Chubb position peaked at $8.99M in Q3 2013.
  • 1,481 funds tracked by Wall St. Rank held Chubb as of Q4 2022.

Based on Kerrisdale Advisers's 13F filing for Q4 2022, filed 14 Feb 2023.