Berger Financial Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.28M Buy
21,667
+96
+0.4% +$27.8K 0.41% 54
2025
Q1
$6.51M Buy
21,571
+1,118
+5% +$338K 0.45% 48
2024
Q4
$5.65M Buy
20,453
+202
+1% +$55.8K 0.39% 62
2024
Q3
$5.84M Sell
20,251
-241
-1% -$69.5K 0.42% 58
2024
Q2
$5.23M Sell
20,492
-45
-0.2% -$11.5K 0.42% 58
2024
Q1
$5.32M Buy
+20,537
New +$5.32M 0.44% 61
2021
Q1
Sell
-29,447
Closed -$4.53M 195
2020
Q4
$4.53M Buy
+29,447
New +$4.53M 0.79% 33