Corient Private Wealth’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170M | Buy |
586,472
+5,382
| +0.9% | +$1.56M | 0.18% | 107 |
|
|
2025
Q1 | $175M | Sell |
581,090
-21,970
| -4% | -$6.63M | 0.29% | 71 |
|
|
2024
Q4 | $166M | Sell |
603,060
-6,942
| -1% | -$1.92M | 0.28% | 79 |
|
|
2024
Q3 | $176M | Buy |
610,002
+8,299
| +1% | +$2.39M | 0.27% | 81 |
|
|
2024
Q2 | $153M | Buy |
601,703
+8,060
| +1% | +$2.06M | 0.27% | 79 |
|
|
2024
Q1 | $154M | Sell |
593,643
-931
| -0.2% | -$241K | 0.27% | 84 |
|
|
2023
Q4 | $134M | Buy |
594,574
+61,129
| +11% | +$13.8M | 0.25% | 94 |
|
|
2023
Q3 | $111M | Sell |
533,445
-50,193
| -9% | -$10.4M | 0.26% | 96 |
|
|
2023
Q2 | $112M | Buy |
583,638
+84,701
| +17% | +$16.3M | 0.26% | 96 |
|
|
2023
Q1 | $96.9M | Buy |
498,937
+127,918
| +34% | +$24.8M | 0.26% | 104 |
|
|
2022
Q4 | $81.8M | Buy |
+371,019
| New | +$81.8M | 0.3% | 86 |
|