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Blake Schutter Theil Wealth Advisors’s Chubb CB Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$634K Hold
2,189
– – 0.72% 42
2025
Q1 		$661K Sell
2,189
-133
-6% -$40.2K 0.75% 37
2024
Q4 		$642K Buy
2,322
+5
+0.2% +$1.38K 0.68% 34
2024
Q3 		$668K Buy
+2,317
New +$668K 0.48% 59