Congress Wealth 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 | $4.53M | Buy |
15,636
+9,769
| +167% | +$2.83M | 0.04% | 407 |
|
|
2025
Q1 | $1.76M | Buy |
5,867
+3,991
| +213% | +$1.2M | 0.02% | 521 |
|
|
2024
Q4 | $518K | Buy |
1,876
+144
| +8% | +$39.8K | 0.01% | 634 |
|
|
2024
Q3 | $500K | Buy |
1,732
+104
| +6% | +$30K | 0.01% | 637 |
|
|
2024
Q2 | $416K | Buy |
1,628
+187
| +13% | +$47.7K | 0.01% | 560 |
|
|
2024
Q1 | $373K | Sell |
1,441
-537
| -27% | -$139K | 0.01% | 478 |
|
|
2023
Q4 | $447K | Buy |
1,978
+164
| +9% | +$37.1K | 0.01% | 480 |
|
|
2023
Q3 | $378K | Buy |
1,814
+156
| +9% | +$32.5K | 0.01% | 493 |
|
|
2023
Q2 | $319K | Sell |
1,658
-603
| -27% | -$116K | 0.01% | 477 |
|
|
2023
Q1 | $439K | Sell |
2,261
-17
| -0.7% | -$3.3K | 0.01% | 434 |
|
|
2022
Q4 | $503K | Sell |
2,278
-96
| -4% | -$21.2K | 0.01% | 407 |
|
|
2022
Q3 | $432K | Hold |
2,374
| – | – | 0.01% | 426 |
|
|
2022
Q2 | $467K | Sell |
2,374
-114
| -5% | -$22.4K | 0.01% | 420 |
|
|
2022
Q1 | $532K | Buy |
2,488
+27
| +1% | +$5.77K | 0.01% | 439 |
|
|
2021
Q4 | $476K | Buy |
+2,461
| New | +$476K | 0.01% | 470 |
|