BankPlus Trust Department’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$373K Buy
1,289
+428
+50% +$124K 0.11% 123
2025
Q1
$260K Sell
861
-291
-25% -$87.9K 0.09% 126
2024
Q4
$318K Buy
+1,152
New +$318K 0.1% 121