Dakota 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 | $9.17M | Buy |
31,643
+4,085
| +15% | +$1.18M | 0.19% | 103 |
|
|
2025
Q1 | $8.32M | Sell |
27,558
-841
| -3% | -$254K | 0.19% | 104 |
|
|
2024
Q4 | $7.85M | Buy |
28,399
+11,474
| +68% | +$3.17M | 0.18% | 111 |
|
|
2024
Q3 | $4.88M | Sell |
16,925
-16
| -0.1% | -$4.61K | 0.11% | 163 |
|
|
2024
Q2 | $4.32M | Buy |
16,941
+11,640
| +220% | +$2.97M | 0.1% | 170 |
|
|
2024
Q1 | $1.37M | Buy |
5,301
+489
| +10% | +$127K | 0.03% | 311 |
|
|
2023
Q4 | $1.09M | Buy |
4,812
+841
| +21% | +$190K | 0.04% | 301 |
|
|
2023
Q3 | $827K | Buy |
3,971
+2,327
| +142% | +$484K | 0.04% | 317 |
|
|
2023
Q2 | $317K | Buy |
1,644
+107
| +7% | +$20.6K | 0.01% | 469 |
|
|
2023
Q1 | $298K | Buy |
1,537
+22
| +1% | +$4.27K | 0.02% | 466 |
|
|
2022
Q4 | $334K | Sell |
1,515
-13
| -0.9% | -$2.87K | 0.02% | 424 |
|
|
2022
Q3 | $277K | Sell |
1,528
-44
| -3% | -$7.98K | 0.02% | 434 |
|
|
2022
Q2 | $309K | Buy |
+1,572
| New | +$309K | 0.03% | 365 |
|
|
2019
Q1 | – | Sell |
-2,915
| Closed | -$390K | – | 307 |
|
|
2018
Q4 | $390K | Hold |
2,915
| – | – | 0.09% | 181 |
|
|
2018
Q3 | $390K | Buy |
2,915
+26
| +0.9% | +$3.48K | 0.09% | 179 |
|
|
2018
Q2 | $367K | Buy |
+2,889
| New | +$367K | 0.1% | 151 |
|