AssuredPartners Investment Advisors’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Sell	1,645 -3,180	-66%	-$921K	0.12%	138
2025 Q1	$1.46M	Buy	4,825 +85	+2%	+$25.7K	0.28%	99
2024 Q4	$1.31M	Buy	+4,740	New	+$1.31M	0.26%	96