Carnegie Lake 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
$978K Sell
3,375
-50
-1% -$14.5K 0.39% 75
2025
Q1
$1.03M Hold
3,425
0.42% 67
2024
Q4
$946K Hold
3,425
0.38% 70
2024
Q3
$988K Buy
+3,425
New +$988K 0.39% 69