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Rational Advisors’s Chubb CB Stock Holding History

Rational 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
2023
Q1 		– Sell
-5,368
Closed -$1.18M – 269
2022
Q4 		$1.18M Sell
5,368
-1,676
-24% -$349K 0.1% 69
2022
Q3 		$1.28M Buy
+7,044
New +$1.34M 0.1% 67
2020
Q4 		– Sell
-507
Closed -$59K – 267
2020
Q3 		$59K Buy
+507
New +$63.7K 0.03% 180
2020
Q1 		– Sell
-297
Closed -$46K – 217
2019
Q4 		$46K Sell
297
-32
-10% -$4.9K 0.02% 363
2019
Q3 		$53K Sell
329
-479
-59% -$74.1K 0.02% 353
2019
Q2 		$119K Buy
808
+785
+3,413% +$113K 0.04% 271
2019
Q1 		$3K Sell
23
-435
-95% -$57.9K ﹤0.01% 481
2018
Q4 		$59K Buy
+458
New +$59.2K 0.02% 270
2018
Q3 		– Sell
-8
Closed -$1K – 523
2018
Q2 		$1K Sell
8
-265
-97% -$35.2K ﹤0.01% 452
2018
Q1 		$37K Buy
+273
New +$39.5K 0.02% 291
2015
Q3 		$10K Hold
96
– – ﹤0.01% 328
2015
Q2 		$10K Hold
96
– – ﹤0.01% 346
2015
Q1 		$11K Sell
96
-12,664
-99% -$1.42M ﹤0.01% 331
2014
Q4 		$1.47M Buy
+12,760
New +$1.41M 0.29% 111
2013
Q4 		$5.57M Sell
53,840
-16
-0% -$1.57K 0.48% 56
2013
Q3 		$5.04M Hold
53,856
– – 0.39% 62
2013
Q2 		$4.82M Buy
+53,856
New +$4.82M 0.4% 66

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rational Advisors's CB Position: Q1 2023 in Review

Rational Advisors sold out of Chubb (CB) in Q1 2023, closing a stake of 5,368 shares — an estimated $1.18M sold.

Rational Advisors first reported a position in CB in Q2 2013 and held it in 17 quarters. The position peaked at $5.57M in Q4 2013. 1,465 funds tracked by Wall St. Rank hold CB as of Q1 2023.

  • Rational Advisors reported no remaining Chubb position as of Q1 2023 after selling out during the quarter.
  • Rational Advisors sold 5,368 Chubb shares in Q1 2023, an estimated $1.18M.
  • Rational Advisors first reported a position in Chubb in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's Chubb position peaked at $5.57M in Q4 2013.
  • 1,465 funds tracked by Wall St. Rank held Chubb as of Q1 2023.

Based on Rational Advisors's 13F filing for Q1 2023, filed 12 May 2023.