Concurrent Investment 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 | $5.6M | Buy |
19,323
+6,104
| +46% | +$1.77M | 0.11% | 201 |
|
|
2025
Q1 | $3.99M | Sell |
13,219
-3,480
| -21% | -$1.05M | 0.1% | 227 |
|
|
2024
Q4 | $4.61M | Buy |
16,699
+121
| +0.7% | +$33.4K | 0.12% | 167 |
|
|
2024
Q3 | $4.78M | Sell |
16,578
-289
| -2% | -$83.3K | 0.14% | 152 |
|
|
2024
Q2 | $4.3M | Buy |
16,867
+2,974
| +21% | +$759K | 0.14% | 154 |
|
|
2024
Q1 | $3.6M | Sell |
13,893
-1,893
| -12% | -$491K | 0.15% | 155 |
|
|
2023
Q4 | $3.57M | Buy |
+15,786
| New | +$3.57M | 0.17% | 141 |
|