Capital Performance 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	$343K	Buy	1,183 +117	+11%	+$33.9K	0.07%	140
2025 Q1	$322K	Buy	+1,066	New	+$322K	0.07%	153
2024 Q4	–	Sell	-285	Closed	-$82.2K	–	580
2024 Q3	$82.2K	Buy	+285	New	+$82.2K	0.03%	242