CFCI
Comprehensive Financial Consultants Institutional’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.71M | Sell |
16,246
-227
| -1% | -$65.8K | 1.54% | 12 |
|
|
2025
Q1 | $4.97M | Buy |
16,473
+306
| +2% | +$92.4K | 1.77% | 6 |
|
|
2024
Q4 | $4.47M | Sell |
16,167
-7
| -0% | -$1.93K | 1.63% | 10 |
|
|
2024
Q3 | $4.66M | Buy |
16,174
+191
| +1% | +$55.1K | 1.7% | 10 |
|
|
2024
Q2 | $4.08M | Buy |
15,983
+1,008
| +7% | +$257K | 1.6% | 13 |
|
|
2024
Q1 | $3.88M | Buy |
14,975
+67
| +0.4% | +$17.4K | 1.61% | 10 |
|
|
2023
Q4 | $3.37M | Buy |
14,908
+392
| +3% | +$88.6K | 1.57% | 12 |
|
|
2023
Q3 | $3.02M | Buy |
14,516
+1,015
| +8% | +$211K | 1.59% | 11 |
|
|
2023
Q2 | $2.59M | Buy |
13,501
+564
| +4% | +$108K | 1.37% | 18 |
|
|
2023
Q1 | $2.51M | Buy |
12,937
+354
| +3% | +$68.7K | 1.42% | 19 |
|
|
2022
Q4 | $2.84M | Sell |
12,583
-738
| -6% | -$166K | 1.71% | 9 |
|
|
2022
Q3 | $2.57M | Buy |
13,321
+884
| +7% | +$170K | 1.69% | 12 |
|
|
2022
Q2 | $2.39M | Sell |
12,437
-53
| -0.4% | -$10.2K | 1.7% | 10 |
|
|
2022
Q1 | $2.61M | Buy |
+12,490
| New | +$2.61M | 1.82% | 8 |
|