Aspiriant LLC’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
1,326
+498
| +60% | +$144K | 0.01% | 229 |
|
|
2025
Q1 | $250K | Sell |
828
-25
| -3% | -$7.55K | 0.01% | 259 |
|
|
2024
Q4 | $236K | Buy |
+853
| New | +$236K | 0.01% | 260 |
|
|
2024
Q2 | – | Sell |
-1,047
| Closed | -$271K | – | 290 |
|
|
2024
Q1 | $271K | Buy |
1,047
+70
| +7% | +$18.1K | 0.01% | 261 |
|
|
2023
Q4 | $221K | Buy |
+977
| New | +$221K | 0.01% | 279 |
|
|
2019
Q3 | – | Sell |
-1,807
| Closed | -$264K | – | 214 |
|
|
2019
Q2 | $264K | Hold |
1,807
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $254K | Sell |
1,807
-698
| -28% | -$98.1K | 0.02% | 201 |
|
|
2018
Q4 | $324K | Buy |
2,505
+403
| +19% | +$52.1K | 0.02% | 176 |
|
|
2018
Q3 | $281K | Sell |
2,102
-49
| -2% | -$6.55K | 0.02% | 199 |
|
|
2018
Q2 | $273K | Buy |
+2,151
| New | +$273K | 0.02% | 212 |
|