LC
CB

Lubar & Co’s CHUBB CORPORATION CB Stock Holding History

Lubar & Co’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
2014
Q2 		– Sell
-2,151
Closed -$195K – 42
2014
Q1 		$195K Sell
2,151
-3,344
-61% -$293K 0.16% 20
2013
Q4 		$533K Hold
5,495
– – 0.41% 16
2013
Q3 		$490K Buy
5,495
+2,151
+64% +$186K 0.46% 14
2013
Q2 		$285K Buy
+3,344
New +$293K 0.3% 13

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lubar & Co's CB Position: Q2 2014 in Review

Lubar & Co sold out of CHUBB CORPORATION (CB) in Q2 2014, closing a stake of 2,151 shares — an estimated $195K sold.

Lubar & Co first reported a position in CB in Q2 2013 and held it in 4 quarters. The position peaked at $533K in Q4 2013. 790 funds tracked by Wall St. Rank hold CB as of Q2 2014.

  • Lubar & Co reported no remaining CHUBB CORPORATION position as of Q2 2014 after selling out during the quarter.
  • Lubar & Co sold 2,151 CHUBB CORPORATION shares in Q2 2014, an estimated $195K.
  • Lubar & Co first reported a position in CHUBB CORPORATION in Q2 2013 and held it in 4 quarters.
  • Lubar & Co's CHUBB CORPORATION position peaked at $533K in Q4 2013.
  • 790 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q2 2014.

Based on Lubar & Co's 13F filing for Q2 2014, filed 13 Aug 2014.