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UBS’s Chubb CB Stock Holding History

UBS’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
Q3 		$5.88M Buy
56,100
+3,500
+7% +$365K ﹤0.01% 1873
2014
Q2 		$5.46M Buy
+52,600
New +$5.39M ﹤0.01% 1881
2014
Q1 		– Sell
-1,800
Closed -$186K – 10438
2013
Q4 		$186K Sell
1,800
-600
-25% -$58.9K ﹤0.01% 5372
2013
Q3 		$225K Sell
2,400
-5,800
-71% -$530K ﹤0.01% 5041
2013
Q2 		$734K Buy
+8,200
New +$735K ﹤0.01% 3667

Other funds holding CB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS's CB Position: Q3 2014 in Review

UBS increased its Chubb (CB) stake by 22% in Q3 2014, buying an estimated $12.7M and bringing the position to 676,234 shares worth $70.9M. The position accounts for 0.05% of the portfolio, ranked #355.

UBS first reported a position in CB in Q2 2013 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold CB as of Q3 2014.

  • UBS held 676,234 shares of Chubb worth $70.9M as of Q3 2014.
  • UBS bought 121,824 Chubb shares in Q3 2014, an estimated $12.7M.
  • Chubb made up 0.05% of UBS's portfolio in Q3 2014, its #355 holding.
  • UBS first reported a position in Chubb in Q2 2013 and has held it in 6 quarters since.
  • 582 funds tracked by Wall St. Rank held Chubb as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.