MIM
CB icon

Martin Investment Management’s Chubb CB Stock Holding History

Martin Investment Management’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
2017
Q3 		– Sell
-4,146
Closed -$603K – 38
2017
Q2 		$603K Sell
4,146
-27,574
-87% -$3.88M 0.17% 32
2017
Q1 		$4.32M Sell
31,720
-52,727
-62% -$7.09M 1.22% 32
2016
Q4 		$11.2M Hold
84,447
– – 2.12% 30
2016
Q3 		$10.6M Buy
84,447
+2,705
+3% +$343K 1.75% 30
2016
Q2 		$10.7M Buy
81,742
+21,009
+35% +$2.59M 1.78% 27
2016
Q1 		$7.24M Hold
60,733
– – 1.13% 31
2015
Q4 		$7.1M Buy
60,733
+17,792
+41% +$2.01M 1.13% 29
2015
Q3 		$4.44M Buy
42,941
+4,950
+13% +$518K 0.72% 32
2015
Q2 		$3.86M Buy
37,991
+640
+2% +$68.9K 0.55% 33
2015
Q1 		$4.16M Sell
37,351
-4,343
-10% -$488K 0.58% 34
2014
Q4 		$4.79M Buy
41,694
+19,316
+86% +$2.14M 0.79% 34
2014
Q3 		$2.35M Buy
22,378
+11,353
+103% +$1.18M 0.41% 36
2014
Q2 		$1.14M Buy
11,025
+4,325
+65% +$443K 0.21% 39
2014
Q1 		$664K Hold
6,700
– – 0.13% 42
2013
Q4 		$694K Buy
+6,700
New +$658K 0.13% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Martin Investment Management's CB Position: Q3 2017 in Review

Martin Investment Management sold out of Chubb (CB) in Q3 2017, closing a stake of 4,146 shares — an estimated $603K sold.

Martin Investment Management first reported a position in CB in Q4 2013 and held it in 15 quarters. The position peaked at $11.2M in Q4 2016. 999 funds tracked by Wall St. Rank hold CB as of Q3 2017.

  • Martin Investment Management reported no remaining Chubb position as of Q3 2017 after selling out during the quarter.
  • Martin Investment Management sold 4,146 Chubb shares in Q3 2017, an estimated $603K.
  • Martin Investment Management first reported a position in Chubb in Q4 2013 and held it in 15 quarters.
  • Martin Investment Management's Chubb position peaked at $11.2M in Q4 2016.
  • 999 funds tracked by Wall St. Rank held Chubb as of Q3 2017.

Based on Martin Investment Management's 13F filing for Q3 2017, filed 8 Nov 2017.