Claro Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
4,535
-2,834
| -38% | -$821K | 0.22% | 95 |
|
|
2025
Q1 | $2.23M | Sell |
7,369
-241
| -3% | -$72.8K | 0.3% | 61 |
|
|
2024
Q4 | $2.1M | Sell |
7,610
-335
| -4% | -$92.6K | 0.28% | 63 |
|
|
2024
Q3 | $2.29M | Buy |
7,945
+709
| +10% | +$204K | 0.3% | 65 |
|
|
2024
Q2 | $1.85M | Buy |
7,236
+10
| +0.1% | +$2.55K | 0.29% | 67 |
|
|
2024
Q1 | $1.87M | Buy |
7,226
+98
| +1% | +$25.4K | 0.33% | 55 |
|
|
2023
Q4 | $1.61M | Sell |
7,128
-295
| -4% | -$66.7K | 0.35% | 55 |
|
|
2023
Q3 | $1.55M | Buy |
7,423
+417
| +6% | +$86.8K | 0.39% | 55 |
|
|
2023
Q2 | $1.35M | Buy |
7,006
+288
| +4% | +$55.5K | 0.34% | 64 |
|
|
2023
Q1 | $1.3M | Buy |
6,718
+97
| +1% | +$18.8K | 0.38% | 59 |
|
|
2022
Q4 | $1.46M | Buy |
6,621
+714
| +12% | +$158K | 0.48% | 50 |
|
|
2022
Q3 | $1.16M | Hold |
5,907
| – | – | 0.46% | 51 |
|
|
2022
Q2 | $1.16M | Buy |
5,907
+739
| +14% | +$145K | 0.46% | 51 |
|
|
2022
Q1 | $999K | Hold |
5,168
| – | – | 0.36% | 72 |
|
|
2021
Q4 | $999K | Buy |
5,168
+74
| +1% | +$14.3K | 0.36% | 72 |
|
|
2021
Q3 | $884K | Buy |
5,094
+184
| +4% | +$31.9K | 0.37% | 69 |
|
|
2021
Q2 | $780K | Buy |
4,910
+83
| +2% | +$13.2K | 0.35% | 74 |
|
|
2021
Q1 | $763K | Buy |
4,827
+40
| +0.8% | +$6.32K | 0.39% | 69 |
|
|
2020
Q4 | $737K | Sell |
4,787
-7
| -0.1% | -$1.08K | 0.39% | 70 |
|
|
2020
Q3 | $557K | Sell |
4,794
-58
| -1% | -$6.74K | 0.35% | 83 |
|
|
2020
Q2 | $614K | Buy |
4,852
+146
| +3% | +$18.5K | 0.42% | 66 |
|
|
2020
Q1 | $526K | Buy |
4,706
+119
| +3% | +$13.3K | 0.49% | 59 |
|
|
2019
Q4 | $714K | Buy |
4,587
+46
| +1% | +$7.16K | 0.55% | 50 |
|
|
2019
Q3 | $733K | Buy |
4,541
+55
| +1% | +$8.88K | 0.65% | 44 |
|
|
2019
Q2 | $661K | Buy |
4,486
+87
| +2% | +$12.8K | 0.61% | 47 |
|
|
2019
Q1 | $616K | Buy |
4,399
+50
| +1% | +$7K | 0.61% | 49 |
|
|
2018
Q4 | $581K | Buy |
+4,349
| New | +$581K | 0.47% | 47 |
|