Carret Asset Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Hold |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $340K | Hold |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $292K | Sell |
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|
2023
Q4 | $266K | Hold |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $359K | Hold |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $389K | Hold |
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|
2021
Q3 | $349K | Hold |
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|
2021
Q2 | $320K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $406K | Buy |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $539K | Sell |
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|
2018
Q1 | $625K | Sell |
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|
2017
Q4 | $712K | Sell |
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|
2017
Q3 | $715K | Buy |
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|
2017
Q2 | $727K | Buy |
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|
2017
Q1 | $673K | Sell |
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|
2016
Q4 | $657K | Sell |
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|
2016
Q3 | $656K | Buy |
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|
2016
Q2 | $213K | Buy |
|