CP
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Castleview Partners’s Chubb CB Stock Holding History

Castleview Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-145
Closed -$39.5K – 235
2024
Q4 		$39.5K Buy
145
+8
+6% +$2.27K 0.02% 375
2024
Q3 		$39.5K Sell
137
-113
-45% -$31K 0.02% 354
2024
Q2 		$63.8K Sell
250
-81
-24% -$20.8K 0.04% 305
2024
Q1 		$85.8K Sell
331
-4
-1% -$983 0.05% 278
2023
Q4 		$75.7K Buy
335
+10
+3% +$2.19K 0.05% 236
2023
Q3 		$67.7K Buy
325
+7
+2% +$1.42K 0.06% 220
2023
Q2 		$61.2K Hold
318
– – 0.06% 232
2023
Q1 		$61.7K Sell
318
-61
-16% -$12.8K 0.05% 246
2022
Q4 		$83.6K Hold
379
– – 0.08% 176
2022
Q3 		$69K Sell
379
-200
-35% -$38K 0.07% 202
2022
Q2 		$114K Buy
+579
New +$119K 0.09% 197
2022
Q1 		– Sell
-581,863
Closed -$3.01K – 752
2021
Q4 		$3.01K Buy
+581,863
New +$109M 0.02% 227
2021
Q2 		$378K Buy
+2,379
New +$394K 0.17% 125
2018
Q1 		$251K Buy
+1,835
New +$266K 0.21% 94

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