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Advisor OS’s Chubb CB Stock Holding History

Advisor OS’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$942K Buy
3,253
+402
+14% +$116K 0.09% 158
2025
Q1 		$861K Buy
2,851
+748
+36% +$226K 0.1% 148
2024
Q4 		$581K Buy
2,103
+1,371
+187% +$379K 0.07% 200
2024
Q3 		$211K Buy
+732
New +$211K 0.02% 383