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Reilly Financial Advisors’s Chubb CB Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-80,035
Closed -$9.54M – 825
2016
Q1 		$9.54M Buy
+80,035
New +$9.2M 1.63% 21

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's CB Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Chubb (CB) stake by 1.6% in Q4 2021, selling an estimated $247K and leaving 80,339 shares worth $15.5M. The position accounts for 1.15% of the portfolio, ranked #40.

Reilly Financial Advisors first reported a position in CB in Q2 2013 and has held it in 34 quarters since. 1,322 funds tracked by Wall St. Rank hold CB as of Q4 2021.

  • Reilly Financial Advisors held 80,339 shares of Chubb worth $15.5M as of Q4 2021.
  • Reilly Financial Advisors sold 1,316 Chubb shares in Q4 2021, an estimated $247K.
  • Chubb made up 1.15% of Reilly Financial Advisors's portfolio in Q4 2021, its #40 holding.
  • Reilly Financial Advisors first reported a position in Chubb in Q2 2013 and has held it in 34 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Chubb as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.