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Michael J. Puzo’s Chubb CB Stock Holding History

Michael J. Puzo’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
Q1 		– Sell
-2,450
Closed -$377K – 76
2020
Q4 		$377K Sell
2,450
-21,800
-90% -$3.06M 0.12% 64
2020
Q3 		$2.82M Sell
24,250
-7,474
-24% -$939K 1% 36
2020
Q2 		$4.02M Sell
31,724
-4,775
-13% -$553K 1.5% 30
2020
Q1 		$4.08M Sell
36,499
-3,908
-10% -$560K 1.79% 26
2019
Q4 		$6.29M Sell
40,407
-425
-1% -$65K 2.25% 19
2019
Q3 		$6.59M Buy
40,832
+111
+0.3% +$17.2K 2.48% 17
2019
Q2 		$6M Sell
40,721
-69
-0.2% -$9.96K 2.23% 21
2019
Q1 		$5.71M Sell
40,790
-8,730
-18% -$1.16M 2.23% 21
2018
Q4 		$6.4M Sell
49,520
-445
-0.9% -$57.5K 2.84% 16
2018
Q3 		$6.68M Buy
49,965
+1,306
+3% +$177K 2.52% 16
2018
Q2 		$6.18M Buy
48,659
+784
+2% +$104K 2.62% 16
2018
Q1 		$6.55M Buy
47,875
+1,075
+2% +$156K 2.79% 15
2017
Q4 		$6.84M Buy
46,800
+11,170
+31% +$1.67M 2.82% 15
2017
Q3 		$5.08M Buy
35,630
+1,035
+3% +$150K 2.64% 17
2017
Q2 		$5.03M Buy
34,595
+1,150
+3% +$162K 2.71% 16
2017
Q1 		$4.56M Buy
33,445
+249
+0.8% +$33.5K 2.53% 17
2016
Q4 		$4.39M Buy
33,196
+4,115
+14% +$525K 2.54% 18
2016
Q3 		$3.65M Buy
29,081
+7,031
+32% +$892K 2.11% 17
2016
Q2 		$2.88M Buy
22,050
+3,030
+16% +$373K 1.9% 19
2016
Q1 		$2.27M Buy
19,020
+6,415
+51% +$737K 1.5% 25
2015
Q4 		$1.47M Buy
12,605
+8,445
+203% +$956K 1.03% 34
2015
Q3 		$430K Buy
+4,160
New +$435K 0.31% 63

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Michael J. Puzo's CB Position: Q1 2021 in Review

Michael J. Puzo sold out of Chubb (CB) in Q1 2021, closing a stake of 2,450 shares — an estimated $377K sold.

Michael J. Puzo first reported a position in CB in Q3 2015 and held it in 22 quarters. The position peaked at $6.84M in Q4 2017. 1,202 funds tracked by Wall St. Rank hold CB as of Q1 2021.

  • Michael J. Puzo reported no remaining Chubb position as of Q1 2021 after selling out during the quarter.
  • Michael J. Puzo sold 2,450 Chubb shares in Q1 2021, an estimated $377K.
  • Michael J. Puzo first reported a position in Chubb in Q3 2015 and held it in 22 quarters.
  • Michael J. Puzo's Chubb position peaked at $6.84M in Q4 2017.
  • 1,202 funds tracked by Wall St. Rank held Chubb as of Q1 2021.

Based on Michael J. Puzo's 13F filing for Q1 2021, filed 17 May 2021.