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Crux Wealth Advisors’s Chubb CB Stock Holding History

Crux Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$496K Sell
1,710
-2,019
-54% -$585K 0.21% 112
2025
Q1 		$1.13M Sell
3,729
-1,260
-25% -$381K 0.59% 58
2024
Q4 		$1.38M Buy
+4,989
New +$1.38M 0.77% 36