CIA
Choate Investment Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
6,844
+3,217
| +89% | +$932K | 0.04% | 139 |
|
|
2025
Q1 | $1.1M | Sell |
3,627
-176
| -5% | -$53.2K | 0.03% | 177 |
|
|
2024
Q4 | $1.05M | Buy |
3,803
+438
| +13% | +$121K | 0.03% | 186 |
|
|
2024
Q3 | $970K | Buy |
3,365
+28
| +0.8% | +$8.08K | 0.02% | 202 |
|
|
2024
Q2 | $851K | Hold |
3,337
| – | – | 0.02% | 204 |
|
|
2024
Q1 | $865K | Buy |
3,337
+110
| +3% | +$28.5K | 0.02% | 215 |
|
|
2023
Q4 | $729K | Buy |
3,227
+338
| +12% | +$76.4K | 0.02% | 216 |
|
|
2023
Q3 | $601K | Buy |
2,889
+961
| +50% | +$200K | 0.02% | 225 |
|
|
2023
Q2 | $371K | Buy |
+1,928
| New | +$371K | 0.02% | 225 |
|
|
2017
Q4 | – | Sell |
-2,920
| Closed | -$416K | – | 239 |
|
|
2017
Q3 | $416K | Sell |
2,920
-396
| -12% | -$56.5K | 0.02% | 185 |
|
|
2017
Q2 | $482K | Sell |
3,316
-76
| -2% | -$11K | 0.03% | 168 |
|
|
2017
Q1 | $462K | Buy |
3,392
+601
| +22% | +$81.9K | 0.03% | 169 |
|
|
2016
Q4 | $369K | Hold |
2,791
| – | – | 0.02% | 181 |
|
|
2016
Q3 | $351K | Hold |
2,791
| – | – | 0.02% | 181 |
|
|
2016
Q2 | $365K | Sell |
2,791
-12
| -0.4% | -$1.57K | 0.03% | 175 |
|
|
2016
Q1 | $334K | Buy |
+2,803
| New | +$334K | 0.02% | 189 |
|
|
2014
Q4 | – | Sell |
-1,940
| Closed | -$203K | – | 276 |
|
|
2014
Q3 | $203K | Hold |
1,940
| – | – | 0.01% | 252 |
|
|
2014
Q2 | $201K | Buy |
+1,940
| New | +$201K | 0.01% | 260 |
|
|
2014
Q1 | – | Sell |
-1,940
| Closed | -$201K | – | 291 |
|
|
2013
Q4 | $201K | Buy |
+1,940
| New | +$201K | 0.01% | 257 |
|