Boston Family Office’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
+1,822
| New | +$528K | 0.04% | 204 |
|
|
2020
Q2 | – | Sell |
-2,897
| Closed | -$324K | – | 246 |
|
|
2020
Q1 | $324K | Hold |
2,897
| – | – | 0.04% | 201 |
|
|
2019
Q4 | $451K | Hold |
2,897
| – | – | 0.04% | 196 |
|
|
2019
Q3 | $468K | Hold |
2,897
| – | – | 0.05% | 191 |
|
|
2019
Q2 | $427K | Sell |
2,897
-1,586
| -35% | -$234K | 0.04% | 202 |
|
|
2019
Q1 | $628K | Sell |
4,483
-9,077
| -67% | -$1.27M | 0.07% | 170 |
|
|
2018
Q4 | $1.75M | Sell |
13,560
-1,133
| -8% | -$146K | 0.22% | 110 |
|
|
2018
Q3 | $1.96M | Buy |
14,693
+150
| +1% | +$20.1K | 0.21% | 113 |
|
|
2018
Q2 | $1.85M | Sell |
14,543
-57
| -0.4% | -$7.24K | 0.21% | 114 |
|
|
2018
Q1 | $2M | Buy |
14,600
+540
| +4% | +$73.9K | 0.23% | 110 |
|
|
2017
Q4 | $2.06M | Buy |
14,060
+3,008
| +27% | +$440K | 0.23% | 112 |
|
|
2017
Q3 | $1.58M | Buy |
11,052
+425
| +4% | +$60.6K | 0.18% | 123 |
|
|
2017
Q2 | $1.55M | Buy |
10,627
+1,125
| +12% | +$164K | 0.18% | 125 |
|
|
2017
Q1 | $1.3M | Hold |
9,502
| – | – | 0.16% | 132 |
|
|
2016
Q4 | $1.26M | Sell |
9,502
-5
| -0.1% | -$660 | 0.16% | 132 |
|
|
2016
Q3 | $1.2M | Buy |
9,507
+145
| +2% | +$18.2K | 0.15% | 136 |
|
|
2016
Q2 | $1.22M | Buy |
9,362
+25
| +0.3% | +$3.27K | 0.16% | 132 |
|
|
2016
Q1 | $1.11M | Buy |
9,337
+7,542
| +420% | +$899K | 0.15% | 136 |
|
|
2015
Q4 | $210K | Buy |
+1,795
| New | +$210K | 0.03% | 228 |
|
|
2015
Q2 | – | Sell |
-1,795
| Closed | -$200K | – | 255 |
|
|
2015
Q1 | $200K | Hold |
1,795
| – | – | 0.02% | 256 |
|
|
2014
Q4 | $206K | Buy |
+1,795
| New | +$206K | 0.03% | 254 |
|