Baker Tilly Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Sell |
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|
2025
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Sell |
|
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $536K | Buy |
|