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Robert N. Shapiro’s Chubb CB Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$927K Sell
8,049
-734
-8% -$81.3K 0.19% 131
2014
Q3 		$922K Sell
8,783
-1,738
-17% -$181K 0.18% 138
2014
Q2 		$1.09M Sell
10,521
-2,966
-22% -$304K 0.21% 127
2014
Q1 		$1.34M Sell
13,487
-895
-6% -$86.8K 0.25% 122
2013
Q4 		$1.49M Sell
14,382
-775
-5% -$76.1K 0.27% 113
2013
Q3 		$1.42M Buy
15,157
+1,646
+12% +$150K 0.25% 118
2013
Q2 		$1.21M Buy
+13,511
New +$1.21M 0.25% 112

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robert N. Shapiro's CB Position: Q4 2014 in Review

Robert N. Shapiro reduced its Chubb (CB) stake by 8.4% in Q4 2014, selling an estimated $81.3K and leaving 8,049 shares worth $927K. The position accounts for 0.19% of the portfolio, ranked #131.

Robert N. Shapiro first reported a position in CB in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2013. 631 funds tracked by Wall St. Rank hold CB as of Q4 2014.

  • Robert N. Shapiro held 8,049 shares of Chubb worth $927K as of Q4 2014.
  • Robert N. Shapiro sold 734 Chubb shares in Q4 2014, an estimated $81.3K.
  • Chubb made up 0.19% of Robert N. Shapiro's portfolio in Q4 2014, its #131 holding.
  • Robert N. Shapiro first reported a position in Chubb in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Chubb position peaked at $1.49M in Q4 2013.
  • 631 funds tracked by Wall St. Rank held Chubb as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.