Catalyst Financial Partners’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Buy
2,431
+488
+25% +$141K 0.08% 127
2025
Q1
$587K Buy
1,943
+65
+3% +$19.6K 0.11% 129
2024
Q4
$519K Buy
1,878
+58
+3% +$16K 0.1% 132
2024
Q3
$525K Buy
1,820
+82
+5% +$23.6K 0.1% 134
2024
Q2
$443K Buy
1,738
+108
+7% +$27.5K 0.1% 140
2024
Q1
$397K Buy
1,630
+8
+0.5% +$1.95K 0.1% 135
2023
Q4
$367K Buy
1,622
+33
+2% +$7.46K 0.1% 137
2023
Q3
$331K Buy
1,589
+242
+18% +$50.4K 0.11% 145
2023
Q2
$259K Buy
1,347
+115
+9% +$22.1K 0.09% 163
2023
Q1
$239K Sell
1,232
-122
-9% -$23.7K 0.1% 153
2022
Q4
$299K Buy
+1,354
New +$299K 0.15% 110