Chubb Ltd recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
BARENGASSE 32 ZURICH, V8 CH-8001
As of the latest 13F report, the guru’s equity portfolio contained 3 stocks valued at a total of $30.00Mil. The top holdings were GRAB(68.33%), NU(30.63%), and PTCT(1.04%).
According to GuruFocus data, these were Chubb Ltd’s top five trades of the quarter.
Newtek Business Services Corp
The guru sold out of their 10,692-share investment in NAS:NEWT. Previously, the stock had a 0.71% weight in the equity portfolio. Shares traded for an average price of $24.04 during the quarter.
On 02/03/2023, Newtek Business Services Corp traded for a price of $19.35 per share and a market cap of $476.35Mil. The stock has returned -17.98% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Newtek Business Services Corp has a price-earnings ratio of 8.57, a price-book ratio of 1.21, a price-earnings-to-growth (PEG) ratio of 3.30 and a price-sales ratio of 3.94.
The price-to-GF Value ratio is 1.13, earning the stock a GF Value rank of 5.
Nu Holdings Ltd
The guru established a new position worth 2,250,000 shares in NYSE:NU, giving the stock a 43.25% weight in the equity portfolio. Shares traded for an average price of $8.06 during the quarter.
On 02/03/2023, Nu Holdings Ltd traded for a price of $4.895 per share and a market cap of $22.94Bil. The stock has returned -27.84% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Nu Holdings Ltd has a price-book ratio of 4.85 and a price-sales ratio of 9.59.
Grab Holdings Inc
The guru established a new position worth 6,344,201 shares in NAS:GRAB, giving the stock a 99.28% weight in the equity portfolio. Shares traded for an average price of $7.62 during the quarter.
On 02/03/2023, Grab Holdings Inc traded for a price of $3.575 per share and a market cap of $13.77Bil. The stock has returned -27.41% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, Grab Holdings Inc has a price-book ratio of 2.01, a EV-to-Ebitda ratio of -5.48 and a price-sales ratio of 13.15.
Duck Creek Technologies Inc
The guru sold out of their 635,410-share investment in NAS:DCT. Previously, the stock had a 97.93000000000001% weight in the equity portfolio. Shares traded for an average price of $45.25 during the quarter.
On 02/03/2023, Duck Creek Technologies Inc traded for a price of $18.89 per share and a market cap of $2.51Bil. The stock has returned -24.34% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Duck Creek Technologies Inc has a price-book ratio of 3.43, a EV-to-Ebitda ratio of 279.01 and a price-sales ratio of 8.07.
Sanofi SA
The guru sold out of their 164,895-share investment in NAS:SNY. Previously, the stock had a 7.51% weight in the equity portfolio. Shares traded for an average price of $48.03 during the quarter.
On 02/03/2023, Sanofi SA traded for a price of $45.96 per share and a market cap of $115.28Bil. The stock has returned -9.02% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Sanofi SA has a price-earnings ratio of 15.87, a price-book ratio of 1.49, a price-earnings-to-growth (PEG) ratio of 2.48, a EV-to-Ebitda ratio of 14.58 and a price-sales ratio of 2.51.
The price-to-GF Value ratio is 0.83, earning the stock a GF Value rank of 7.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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