Beverly Hills Private Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,909
+3,698
| +305% | +$1.07M | 0.27% | 99 |
|
|
2025
Q1 | $366K | Buy |
1,211
+375
| +45% | +$113K | 0.07% | 220 |
|
|
2024
Q4 | $231K | Buy |
+836
| New | +$231K | 0.05% | 302 |
|
|
2023
Q3 | – | Sell |
-1,697
| Closed | -$341K | – | 296 |
|
|
2023
Q2 | $341K | Sell |
1,697
-6,001
| -78% | -$1.21M | 0.06% | 276 |
|
|
2023
Q1 | $1.49M | Buy |
7,698
+1,243
| +19% | +$241K | 0.46% | 64 |
|
|
2022
Q4 | $1.42M | Buy |
+6,455
| New | +$1.42M | 0.62% | 52 |
|