Concurrent Investment Advisors’s Chubb CB Stock Holding History

Concurrent Investment Advisors’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.74M	Buy
2025 Q2	$5.6M	Buy
2025 Q1	$3.99M	Sell
2024 Q4	$4.61M	Buy
2024 Q3	$4.78M	Sell
2024 Q2	$4.3M	Buy
2024 Q1	$3.6M	Sell
2023 Q4	$3.57M	Buy