SHGA
CB icon

Sand Hill Global Advisors’s Chubb CB Stock Holding History

Sand Hill Global 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
Q2 		– Sell
-39,965
Closed -$7.76M – 154
2023
Q1 		$7.76M Buy
39,965
+257
+0.6% +$54K 0.42% 42
2022
Q4 		$8.76M Sell
39,708
-574
-1% -$119K 0.49% 34
2022
Q3 		$7.33M Sell
40,282
-859
-2% -$163K 0.46% 32
2022
Q2 		$8.09M Sell
41,141
-267
-0.6% -$55K 0.46% 33
2022
Q1 		$8.86M Buy
41,408
+948
+2% +$193K 0.49% 30
2021
Q4 		$7.82M Sell
40,460
-119
-0.3% -$22.4K 0.44% 40
2021
Q3 		$7.04M Buy
40,579
+1,691
+4% +$296K 0.43% 40
2021
Q2 		$6.18M Buy
38,888
+1,232
+3% +$204K 0.38% 45
2021
Q1 		$5.95M Buy
37,656
+4,103
+12% +$661K 0.39% 44
2020
Q4 		$5.16M Buy
33,553
+762
+2% +$107K 0.35% 45
2020
Q3 		$3.81M Sell
32,791
-1,553
-5% -$195K 0.29% 49
2020
Q2 		$4.35M Sell
34,344
-1,547
-4% -$179K 0.35% 47
2020
Q1 		$4.01M Sell
35,891
-112
-0.3% -$16.1K 0.38% 40
2019
Q4 		$5.6M Buy
36,003
+121
+0.3% +$18.5K 0.51% 36
2019
Q3 		$5.79M Sell
35,882
-1,111
-3% -$172K 0.54% 30
2019
Q2 		$5.45M Sell
36,993
-189
-0.5% -$27.3K 0.56% 32
2019
Q1 		$5.21M Buy
+37,182
New +$4.95M 0.53% 33

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
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Sand Hill Global Advisors's CB Position: Q2 2023 in Review

Sand Hill Global Advisors sold out of Chubb (CB) in Q2 2023, closing a stake of 39,965 shares — an estimated $7.76M sold.

Sand Hill Global Advisors first reported a position in CB in Q1 2019 and held it in 17 quarters. The position peaked at $8.86M in Q1 2022. 1,479 funds tracked by Wall St. Rank hold CB as of Q2 2023.

  • Sand Hill Global Advisors reported no remaining Chubb position as of Q2 2023 after selling out during the quarter.
  • Sand Hill Global Advisors sold 39,965 Chubb shares in Q2 2023, an estimated $7.76M.
  • Sand Hill Global Advisors first reported a position in Chubb in Q1 2019 and held it in 17 quarters.
  • Sand Hill Global Advisors's Chubb position peaked at $8.86M in Q1 2022.
  • 1,479 funds tracked by Wall St. Rank held Chubb as of Q2 2023.

Based on Sand Hill Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.