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Mountain Road Advisors’s Chubb CB Stock Holding History

Mountain Road Advisors’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
2020
Q3 		$3.18M Buy
+25,000
New +$3.14M 2.81% 14
2020
Q1 		– Sell
-12,500
Closed -$1.95M – 19
2019
Q4 		$1.95M Buy
+12,500
New +$1.91M 3.3% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mountain Road Advisors's CB Position: Q3 2020 in Review

Mountain Road Advisors opened a new position in Chubb (CB) in Q3 2020: 25,000 shares worth $3.18M. The stake represents 2.81% of the portfolio and ranks #14 among its holdings. This is a return to the name: Mountain Road Advisors previously reported a position in CB as recently as Q4 2019.

Mountain Road Advisors first reported a position in CB in Q4 2019 and has held it in 2 quarters since. 1,055 funds tracked by Wall St. Rank hold CB as of Q3 2020.

  • Mountain Road Advisors held 25,000 shares of Chubb worth $3.18M as of Q3 2020.
  • Chubb was a new Mountain Road Advisors position in Q3 2020.
  • Chubb made up 2.81% of Mountain Road Advisors's portfolio in Q3 2020, its #14 holding.
  • Mountain Road Advisors first reported a position in Chubb in Q4 2019 and has held it in 2 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on Mountain Road Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.