Advisory Resource Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.12M | Buy |
3,859
+100
| +3% | +$29K | 0.21% | 105 |
|
2025
Q1 | $1.14M | Buy |
3,759
+20
| +0.5% | +$6.04K | 0.23% | 87 |
|
2024
Q4 | $1.03M | Buy |
3,739
+255
| +7% | +$70.5K | 0.22% | 95 |
|
2024
Q3 | $1M | Sell |
3,484
-247
| -7% | -$71.2K | 0.21% | 102 |
|
2024
Q2 | $952K | Buy |
3,731
+198
| +6% | +$50.5K | 0.21% | 95 |
|
2024
Q1 | $916K | Buy |
3,533
+571
| +19% | +$148K | 0.21% | 86 |
|
2023
Q4 | $669K | Sell |
2,962
-45
| -1% | -$10.2K | 0.17% | 106 |
|
2023
Q3 | $626K | Buy |
3,007
+92
| +3% | +$19.2K | 0.17% | 99 |
|
2023
Q2 | $561K | Buy |
2,915
+170
| +6% | +$32.7K | 0.15% | 105 |
|
2023
Q1 | $533K | Buy |
2,745
+315
| +13% | +$61.2K | 0.15% | 110 |
|
2022
Q4 | $536K | Buy |
+2,430
| New | +$536K | 0.16% | 91 |
|
2022
Q3 | – | Sell |
-1,065
| Closed | -$209K | – | 133 |
|
2022
Q2 | $209K | Sell |
1,065
-226
| -18% | -$44.4K | 0.07% | 125 |
|
2022
Q1 | $276K | Buy |
1,291
+72
| +6% | +$15.4K | 0.09% | 117 |
|
2021
Q4 | $240K | Buy |
+1,219
| New | +$240K | 0.08% | 127 |
|