Chicago Partners Investment Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
3,680
+1,335
| +57% | +$361K | 0.03% | 398 |
|
|
2025
Q1 | $681K | Buy |
2,345
+267
| +13% | +$77.5K | 0.02% | 438 |
|
|
2024
Q4 | $554K | Buy |
2,078
+60
| +3% | +$16K | 0.02% | 473 |
|
|
2024
Q3 | $595K | Buy |
2,018
+397
| +24% | +$117K | 0.02% | 448 |
|
|
2024
Q2 | $449K | Sell |
1,621
-29
| -2% | -$8.02K | 0.02% | 494 |
|
|
2024
Q1 | $412K | Buy |
1,650
+93
| +6% | +$23.2K | 0.02% | 502 |
|
|
2023
Q4 | $376K | Buy |
1,557
+49
| +3% | +$11.8K | 0.02% | 489 |
|
|
2023
Q3 | $311K | Sell |
1,508
-34
| -2% | -$7.02K | 0.02% | 502 |
|
|
2023
Q2 | $317K | Sell |
1,542
-156
| -9% | -$32.1K | 0.02% | 517 |
|
|
2023
Q1 | $341K | Buy |
1,698
+356
| +27% | +$71.4K | 0.02% | 478 |
|
|
2022
Q4 | $289K | Buy |
1,342
+257
| +24% | +$55.3K | 0.02% | 486 |
|
|
2022
Q3 | $230K | Buy |
1,085
+2
| +0.2% | +$424 | 0.02% | 502 |
|
|
2022
Q2 | $204K | Buy |
1,083
+23
| +2% | +$4.33K | 0.01% | 542 |
|
|
2022
Q1 | $220K | Buy |
+1,060
| New | +$220K | 0.02% | 493 |
|
|
2018
Q4 | – | Sell |
-1,986
| Closed | -$244K | – | 422 |
|
|
2018
Q3 | $244K | Buy |
1,986
+365
| +23% | +$44.8K | 0.04% | 270 |
|
|
2018
Q2 | $206K | Buy |
1,621
+180
| +12% | +$22.9K | 0.03% | 273 |
|
|
2018
Q1 | $197K | Buy |
1,441
+20
| +1% | +$2.73K | 0.03% | 256 |
|
|
2017
Q4 | $208K | Sell |
1,421
-34
| -2% | -$4.98K | 0.03% | 252 |
|
|
2017
Q3 | $207K | Sell |
1,455
-87
| -6% | -$12.4K | 0.04% | 254 |
|
|
2017
Q2 | $212K | Buy |
1,542
+701
| +83% | +$96.4K | 0.06% | 190 |
|
|
2017
Q1 | $115K | Sell |
841
-1,280
| -60% | -$175K | 0.03% | 234 |
|
|
2016
Q4 | $280K | Sell |
2,121
-100
| -5% | -$13.2K | 0.1% | 143 |
|
|
2016
Q3 | $279K | Buy |
2,221
+1,741
| +363% | +$219K | 0.11% | 142 |
|
|
2016
Q2 | $63K | Buy |
480
+300
| +167% | +$39.4K | 0.03% | 233 |
|
|
2016
Q1 | $21K | Buy |
+180
| New | +$21K | 0.01% | 292 |
|