Columbia Asset Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
3,550
+48
+1% +$13.9K 0.2% 84
2025
Q1
$1.06M Sell
3,502
-125
-3% -$37.7K 0.21% 80
2024
Q4
$1M Sell
3,627
-345
-9% -$95.3K 0.18% 83
2024
Q3
$1.15M Buy
3,972
+65
+2% +$18.7K 0.2% 83
2024
Q2
$997K Buy
3,907
+587
+18% +$150K 0.19% 84
2024
Q1
$750K Hold
3,320
0.15% 96
2023
Q4
$750K Sell
3,320
-66
-2% -$14.9K 0.15% 96
2023
Q3
$705K Hold
3,386
0.16% 94
2023
Q2
$652K Sell
3,386
-50
-1% -$9.63K 0.14% 105
2023
Q1
$667K Sell
3,436
-245
-7% -$47.6K 0.15% 99
2022
Q4
$812K Sell
3,681
-435
-11% -$96K 0.2% 83
2022
Q3
$749K Sell
4,116
-295
-7% -$53.7K 0.2% 82
2022
Q2
$867K Buy
+4,411
New +$867K 0.22% 77
2021
Q4
$1.27M Sell
6,561
-235
-3% -$45.4K 0.26% 68
2021
Q3
$1.18M Buy
6,796
+1
+0% +$173 0.26% 70
2021
Q2
$1.08M Buy
6,795
+175
+3% +$27.8K 0.24% 75
2021
Q1
$1.05M Buy
6,620
+1,540
+30% +$243K 0.19% 88
2020
Q4
$782K Buy
5,080
+2,880
+131% +$443K 0.16% 101
2020
Q3
$255K Buy
+2,200
New +$255K 0.06% 147