Baron Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
2,119
+52
| +3% | +$15.1K | 0.22% | 65 |
|
|
2025
Q1 | $624K | Buy |
2,067
+184
| +10% | +$55.6K | 0.27% | 54 |
|
|
2024
Q4 | $520K | Sell |
1,883
-58
| -3% | -$16K | 0.24% | 60 |
|
|
2024
Q3 | $560K | Buy |
1,941
+235
| +14% | +$67.8K | 0.27% | 57 |
|
|
2024
Q2 | $435K | Sell |
1,706
-16
| -0.9% | -$4.08K | 0.23% | 69 |
|
|
2024
Q1 | $446K | Buy |
1,722
+127
| +8% | +$32.9K | 0.24% | 66 |
|
|
2023
Q4 | $360K | Buy |
1,595
+22
| +1% | +$4.97K | 0.2% | 79 |
|
|
2023
Q3 | $327K | Buy |
1,573
+28
| +2% | +$5.83K | 0.21% | 83 |
|
|
2023
Q2 | $298K | Buy |
1,545
+27
| +2% | +$5.2K | 0.19% | 97 |
|
|
2023
Q1 | $295K | Buy |
1,518
+44
| +3% | +$8.54K | 0.21% | 87 |
|
|
2022
Q4 | $325K | Buy |
+1,474
| New | +$325K | 0.25% | 71 |
|