Partners Capital Investment Group’s Chubb CB Stock Holding History

Partners Capital Investment Group’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
2024 Q1	–	Sell	-1,439	Closed	-$325K	–	163
2023 Q4	$325K	Sell	1,439 -86	-6%	-$18.8K	0.01%	212
2023 Q3	$317K	Sell	1,525 -4,643	-75%	-$939K	0.01%	193
2023 Q2	$1.19M	Sell	6,168 -531	-8%	-$104K	0.03%	141
2023 Q1	$1.3M	Buy	+6,699	New	+$1.41M	0.06%	100
2021 Q4	–	Sell	-142,544	Closed	-$24.7M	–	125
2021 Q3	$24.7M	Buy	142,544 +129,868	+1,025%	+$22.8M	1.13%	34
2021 Q2	$2.02M	Sell	12,676 -1,113	-8%	-$184K	0.09%	108
2021 Q1	$2.18M	Buy	+13,789	New	+$2.22M	0.1%	110

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Partners Capital Investment Group's CB Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Chubb (CB) in Q1 2024, closing a stake of 1,439 shares — an estimated $325K sold.

Partners Capital Investment Group first reported a position in CB in Q1 2021 and held it in 7 quarters. The position peaked at $24.7M in Q3 2021. 1,696 funds tracked by Wall St. Rank hold CB as of Q1 2024.

Partners Capital Investment Group reported no remaining Chubb position as of Q1 2024 after selling out during the quarter.
Partners Capital Investment Group sold 1,439 Chubb shares in Q1 2024, an estimated $325K.
Partners Capital Investment Group first reported a position in Chubb in Q1 2021 and held it in 7 quarters.
Partners Capital Investment Group's Chubb position peaked at $24.7M in Q3 2021.
1,696 funds tracked by Wall St. Rank held Chubb as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.