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MD Financial Management’s Chubb CB Stock Holding History

MD Financial 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
2021
Q4 		$2.92M Buy
15,100
+3,299
+28% +$620K 0.07% 118
2021
Q3 		$2.05M Buy
11,801
+1,719
+17% +$301K 0.05% 179
2021
Q2 		$1.6M Sell
10,082
-14,225
-59% -$2.36M 0.05% 219
2021
Q1 		$3.84M Buy
24,307
+24,210
+24,959% +$3.9M 0.11% 72
2020
Q4 		$15K Buy
+97
New +$13.6K ﹤0.01% 83

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MD Financial Management's CB Position: Q4 2021 in Review

MD Financial Management increased its Chubb (CB) stake by 28% in Q4 2021, buying an estimated $620K and bringing the position to 15,100 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #118.

MD Financial Management first reported a position in CB in Q4 2020 and has held it in 5 quarters since. The position peaked at $3.84M in Q1 2021. 1,320 funds tracked by Wall St. Rank hold CB as of Q4 2021.

  • MD Financial Management held 15,100 shares of Chubb worth $2.92M as of Q4 2021.
  • MD Financial Management bought 3,299 Chubb shares in Q4 2021, an estimated $620K.
  • Chubb made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #118 holding.
  • MD Financial Management first reported a position in Chubb in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Chubb position peaked at $3.84M in Q1 2021.
  • 1,320 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.