Chase Investment Counsel’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
+5,750
| New | +$1.67M | 0.53% | 48 |
|
|
2025
Q1 | – | Sell |
-5,930
| Closed | -$1.64M | – | 129 |
|
|
2024
Q4 | $1.64M | Hold |
5,930
| – | – | 0.53% | 46 |
|
|
2024
Q3 | $1.71M | Sell |
5,930
-465
| -7% | -$134K | 0.57% | 46 |
|
|
2024
Q2 | $1.63M | Hold |
6,395
| – | – | 0.58% | 50 |
|
|
2024
Q1 | $1.66M | Buy |
6,395
+2,400
| +60% | +$622K | 0.62% | 50 |
|
|
2023
Q4 | $902K | Buy |
3,995
+55
| +1% | +$12.4K | 0.4% | 68 |
|
|
2023
Q3 | $820K | Buy |
+3,940
| New | +$820K | 0.41% | 54 |
|