MWAM
CB

Mariner Wealth Advisors (Madison)’s CHUBB CORPORATION CB Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$314K Hold
3,517
– – 0.13% 49
2013
Q2 		$298K Buy
+3,517
New +$308K 0.13% 44

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s CB Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its CHUBB CORPORATION (CB) position steady in Q3 2013 at 3,517 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #49.

Mariner Wealth Advisors (Madison) first reported a position in CB in Q2 2013 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold CB as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 3,517 shares of CHUBB CORPORATION worth $314K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its CHUBB CORPORATION share count unchanged in Q3 2013.
  • CHUBB CORPORATION made up 0.13% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #49 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in CHUBB CORPORATION in Q2 2013 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held CHUBB CORPORATION as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.