AWM
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Aprio Wealth Management’s Chubb CB Stock Holding History

Aprio Wealth Management’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 		$320K Buy
1,105
+97
+10% +$28.1K 0.04% 272
2025
Q1 		$305K Buy
1,008
+142
+16% +$42.9K 0.04% 265
2024
Q4 		$239K Buy
866
+69
+9% +$19.1K 0.03% 261
2024
Q3 		$230K Buy
+797
New +$230K 0.04% 246