Americana Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$662K Buy
2,286
+816
+56% +$236K 0.02% 276
2025
Q1
$444K Hold
1,470
0.02% 278
2024
Q4
$406K Sell
1,470
-4
-0.3% -$1.11K 0.02% 298
2024
Q3
$425K Hold
1,474
0.03% 263
2024
Q2
$376K Sell
1,474
-3
-0.2% -$765 0.03% 262
2024
Q1
$383K Buy
+1,477
New +$383K 0.03% 253
2023
Q4
Sell
-1,403
Closed -$292K 319
2023
Q3
$292K Buy
+1,403
New +$292K 0.03% 240
2020
Q1
Sell
-2,340
Closed -$365K 168
2019
Q4
$365K Buy
+2,340
New +$365K 0.2% 66