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Burling Wealth Partners’s Chubb CB Stock Holding History

Burling Wealth Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$388K Sell
1,340
-35
-3% -$10.1K 0.07% 141
2025
Q1 		$415K Hold
1,375
– – 0.09% 128
2024
Q4 		$380K Buy
+1,375
New +$380K 0.08% 131