QIM
CB icon

Quest Investment Management’s Chubb CB Stock Holding History

Quest Investment 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
2023
Q1 		– Sell
-57,900
Closed -$12.8M – 86
2022
Q4 		$12.8M Sell
57,900
-1,575
-3% -$328K 1.55% 34
2022
Q3 		$10.8M Buy
59,475
+6,557
+12% +$1.25M 1.33% 35
2022
Q2 		$10.4M Sell
52,918
-8,201
-13% -$1.69M 1.23% 43
2022
Q1 		$13.1M Sell
61,119
-15,367
-20% -$3.12M 1.24% 23
2021
Q4 		$14.8M Buy
+76,486
New +$14.4M 1.26% 34
2020
Q2 		– Sell
-16,885
Closed -$1.89M – 102
2020
Q1 		$1.89M Buy
+16,885
New +$2.42M 0.26% 68
2017
Q3 		– Sell
-92,794
Closed -$13.5M – 105
2017
Q2 		$13.5M Sell
92,794
-11,951
-11% -$1.68M 1.79% 26
2017
Q1 		$14.3M Buy
104,745
+77,100
+279% +$10.4M 1.96% 22
2016
Q4 		$3.65M Buy
+27,645
New +$3.52M 0.47% 59
2015
Q2 		– Sell
-37,067
Closed -$4.13M – 117
2015
Q1 		$4.13M Sell
37,067
-15,772
-30% -$1.77M 0.56% 80
2014
Q4 		$6.07M Sell
52,839
-20,690
-28% -$2.29M 0.72% 74
2014
Q3 		$7.71M Buy
73,529
+3,033
+4% +$316K 0.81% 57
2014
Q2 		$7.31M Sell
70,496
-2,950
-4% -$302K 0.72% 70
2014
Q1 		$7.28M Sell
73,446
-5,604
-7% -$544K 0.68% 73
2013
Q4 		$8.18M Sell
79,050
-25,873
-25% -$2.54M 0.71% 79
2013
Q3 		$9.82M Sell
104,923
-106,692
-50% -$9.75M 0.84% 56
2013
Q2 		$18.9M Buy
+211,615
New +$19M 1.43% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quest Investment Management's CB Position: Q1 2023 in Review

Quest Investment Management sold out of Chubb (CB) in Q1 2023, closing a stake of 57,900 shares — an estimated $12.8M sold.

Quest Investment Management first reported a position in CB in Q2 2013 and held it in 17 quarters. The position peaked at $18.9M in Q2 2013. 1,463 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Quest Investment Management reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Quest Investment Management sold 57,900 Chubb shares in Q1 2023, an estimated $12.8M.
  • Quest Investment Management first reported a position in Chubb in Q2 2013 and held it in 17 quarters.
  • Quest Investment Management's Chubb position peaked at $18.9M in Q2 2013.
  • 1,463 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Quest Investment Management's 13F filing for Q1 2023, filed 12 May 2023.