Clayton Financial 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 | – | Sell |
-762
| Closed | -$230K | – | 41 |
|
|
2025
Q1 | $230K | Sell |
762
-64
| -8% | -$19.3K | 0.08% | 102 |
|
|
2024
Q4 | $228K | Sell |
826
-17
| -2% | -$4.7K | 0.08% | 112 |
|
|
2024
Q3 | $243K | Sell |
843
-55
| -6% | -$15.9K | 0.09% | 104 |
|
|
2024
Q2 | $233K | Hold |
898
| – | – | 0.1% | 94 |
|
|
2024
Q1 | $233K | Buy |
+898
| New | +$233K | 0.11% | 92 |
|