Polar Capital’s Chubb CB Stock Holding History

Polar Capital’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	$117M	Buy	1,007,830 +7,943	+0.8%	+$998K	0.87%	27
2020 Q2	$127M	Sell	999,887 -192,168	-16%	-$22.3M	1.09%	20
2020 Q1	$133M	Sell	1,192,055 -3	-0%	-$430	1.43%	12
2019 Q4	$186M	Sell	1,192,058 -26,268	-2%	-$4.02M	1.61%	10
2019 Q3	$197M	Sell	1,218,326 -120,589	-9%	-$18.7M	1.77%	9
2019 Q2	$197M	Sell	1,338,915 -144,929	-10%	-$20.9M	1.73%	7
2019 Q1	$208M	Sell	1,483,844 -60,283	-4%	-$8.02M	1.93%	7
2018 Q4	$199M	Buy	1,544,127 +18,203	+1%	+$2.35M	2.13%	4
2018 Q3	$204M	Buy	1,525,924 +45,584	+3%	+$6.17M	1.73%	8
2018 Q2	$188K	Buy	1,480,340 +146,934	+11%	+$19.5M	1.13%	15
2018 Q1	$182M	Buy	1,333,406 +245,029	+23%	+$35.5M	1.84%	8
2017 Q4	$159M	Buy	1,088,377 +21,534	+2%	+$3.22M	1.64%	10
2017 Q3	$152M	Buy	1,066,843 +79,482	+8%	+$11.5M	1.71%	6
2017 Q2	$144M	Buy	987,361 +16,006	+2%	+$2.25M	1.93%	5
2017 Q1	$132M	Sell	971,355 -11,405	-1%	-$1.53M	1.98%	5
2016 Q4	$130M	Buy	982,760 +102,329	+12%	+$13M	2.07%	4
2016 Q3	$111M	Sell	880,431 -238,285	-21%	-$30.2M	1.91%	5
2016 Q2	$146M	Sell	1,118,716 -17,313	-2%	-$2.13M	2.76%	3
2016 Q1	$135M	Buy	1,136,029 +64,340	+6%	+$7.39M	2.55%	4
2015 Q4	$125M	Buy	1,071,689 +199,415	+23%	+$22.6M	2.26%	4
2015 Q3	$90.2M	Sell	872,274 -51,430	-6%	-$5.38M	1.83%	4
2015 Q2	$93.9M	Buy	923,704 +21,190	+2%	+$2.28M	1.81%	4
2015 Q1	$101M	Sell	902,514 -64,626	-7%	-$7.27M	1.9%	4
2014 Q4	$111M	Sell	967,140 -44,157	-4%	-$4.89M	2.17%	3
2014 Q3	$106M	Buy	1,011,297 +117,665	+13%	+$12.3M	2.22%	3
2014 Q2	$92.7M	Sell	893,632 -42,956	-5%	-$4.4M	1.97%	3
2014 Q1	$92.8M	Buy	936,588 +53,438	+6%	+$5.18M	2.12%	3
2013 Q4	$91.4M	Sell	883,150 -1,778	-0.2%	-$175K	2.17%	3
2013 Q3	$82.8K	Buy	884,928 +223,572	+34%	+$20.4M	2.21%	4
2013 Q2	$59.2M	Buy	+661,356	New	+$59.2M	2.06%	3

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Polar Capital's CB Position: Q3 2020 in Review

Polar Capital increased its Chubb (CB) stake by 0.79% in Q3 2020, buying an estimated $998K and bringing the position to 1,007,830 shares worth $117M. The position accounts for 0.87% of the portfolio, ranked #27.

Polar Capital first reported a position in CB in Q2 2013 and has held it in 30 quarters since. The position peaked at $208M in Q1 2019. 1,054 funds tracked by Wall St. Rank hold CB as of Q3 2020.

Polar Capital held 1,007,830 shares of Chubb worth $117M as of Q3 2020.
Polar Capital bought 7,943 Chubb shares in Q3 2020, an estimated $998K.
Chubb made up 0.87% of Polar Capital's portfolio in Q3 2020, its #27 holding.
Polar Capital first reported a position in Chubb in Q2 2013 and has held it in 30 quarters since.
Polar Capital's Chubb position peaked at $208M in Q1 2019.
1,054 funds tracked by Wall St. Rank held Chubb as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.