Brown Miller Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.4M | Buy |
15,184
+244
| +2% | +$70.7K | 1.37% | 13 |
|
2025
Q1 | $4.51M | Buy |
14,940
+2,076
| +16% | +$627K | 1.56% | 8 |
|
2024
Q4 | $3.55M | Buy |
12,864
+64
| +0.5% | +$17.7K | 1.36% | 14 |
|
2024
Q3 | $3.69M | Buy |
12,800
+138
| +1% | +$39.8K | 1.43% | 13 |
|
2024
Q2 | $3.23M | Buy |
12,662
+52
| +0.4% | +$13.3K | 1.34% | 15 |
|
2024
Q1 | $3.27M | Buy |
12,610
+482
| +4% | +$125K | 1.44% | 14 |
|
2023
Q4 | $2.74M | Buy |
12,128
+168
| +1% | +$38K | 1.37% | 21 |
|
2023
Q3 | $2.49M | Buy |
11,960
+917
| +8% | +$191K | 1.39% | 17 |
|
2023
Q2 | $2.13M | Buy |
11,043
+401
| +4% | +$77.2K | 1.15% | 27 |
|
2023
Q1 | $2.07M | Buy |
10,642
+222
| +2% | +$43.1K | 1.22% | 25 |
|
2022
Q4 | $2.3M | Buy |
10,420
+87
| +0.8% | +$19.2K | 1.45% | 21 |
|
2022
Q3 | $1.88M | Buy |
10,333
+945
| +10% | +$172K | 1.33% | 22 |
|
2022
Q2 | $1.85M | Buy |
9,388
+129
| +1% | +$25.4K | 1.26% | 24 |
|
2022
Q1 | $1.98M | Buy |
9,259
+163
| +2% | +$34.9K | 1.15% | 27 |
|
2021
Q4 | $1.76M | Buy |
9,096
+671
| +8% | +$130K | 1.01% | 28 |
|
2021
Q3 | $1.46M | Buy |
8,425
+316
| +4% | +$54.8K | 0.92% | 30 |
|
2021
Q2 | $1.29M | Buy |
8,109
+437
| +6% | +$69.4K | 0.82% | 32 |
|
2021
Q1 | $1.21M | Buy |
7,672
+249
| +3% | +$39.3K | 0.86% | 33 |
|
2020
Q4 | $1.14M | Buy |
+7,423
| New | +$1.14M | 0.86% | 29 |
|