CSM 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 | $11.4M | Sell |
39,282
-293
| -0.7% | -$84.9K | 0.33% | 86 |
|
|
2025
Q1 | $12M | Sell |
39,575
-682
| -2% | -$206K | 0.65% | 34 |
|
|
2024
Q4 | $11.1M | Sell |
40,257
-1,577
| -4% | -$436K | 0.52% | 43 |
|
|
2024
Q3 | $12.1M | Sell |
41,834
-1,652
| -4% | -$477K | 0.79% | 43 |
|
|
2024
Q2 | $11.1M | Sell |
43,486
-988
| -2% | -$252K | 0.78% | 37 |
|
|
2024
Q1 | $11.5M | Buy |
44,474
+1,010
| +2% | +$262K | 0.76% | 42 |
|
|
2023
Q4 | $9.82M | Buy |
43,464
+1,090
| +3% | +$246K | 0.71% | 42 |
|
|
2023
Q3 | $8.82M | Buy |
+42,374
| New | +$8.82M | 0.77% | 37 |
|