SEC 13F Intelligence

Veritable, L.P. / CB

Veritable, L.P.’s Chubb Ltd Switz Position

Does Veritable, L.P. own Chubb Ltd Switz (CB)? Not currently — the last reported position was 63.0K shares worth $12M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$12M
Q2 2023
Shares
63.0K
% of Portfolio
+0.19%
Quarters Held
14
position exited

Position History CB

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $8MQ3 ’20: $7MQ3 ’20Q4 ’20: $9MQ1 ’21: $6MQ1 ’21Q2 ’21: $10MQ3 ’21: $11MQ3 ’21Q4 ’21: $12MQ1 ’22: $13MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ3 ’22Q4 ’22: $14MQ1 ’23: $12MQ1 ’23Q2 ’23: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202363.0K$12M+0.19%
Q1 202362.7K$12M+0.20%
Q4 202262.4K$14M+0.24%
Q3 202262.1K$11M+0.22%
Q2 202263.4K$12M+0.22%
Q1 202263.0K$13M+0.21%
Q4 202163.4K$12M+0.18%
Q3 202164.7K$11M+0.18%
Q2 202164.9K$10M+0.17%
Q1 202135.5K$6M+0.10%
Q4 202056.6K$9M+0.16%
Q3 202062.7K$7M+0.15%
Q2 202062.1K$8M+0.17%
Q1 202065.2K$7M+0.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of CB.