Brown Financial Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
1,547
-32
| -2% | -$9.27K | 0.18% | 113 |
|
|
2025
Q1 | $477K | Sell |
1,579
-98
| -6% | -$29.6K | 0.2% | 100 |
|
|
2024
Q4 | $463K | Buy |
1,677
+43
| +3% | +$11.9K | 0.19% | 103 |
|
|
2024
Q3 | $471K | Sell |
1,634
-1,145
| -41% | -$330K | 0.19% | 112 |
|
|
2024
Q2 | $709K | Buy |
+2,779
| New | +$709K | 0.32% | 102 |
|