EFS
Essex Financial Services’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
5,197
+607
| +13% | +$176K | 0.1% | 189 |
|
|
2025
Q1 | $1.39M | Sell |
4,590
-634
| -12% | -$191K | 0.1% | 186 |
|
|
2024
Q4 | $1.44M | Buy |
5,224
+592
| +13% | +$164K | 0.1% | 178 |
|
|
2024
Q3 | $1.38M | Sell |
4,632
-838
| -15% | -$249K | 0.1% | 189 |
|
|
2024
Q2 | $1.47M | Buy |
5,470
+1,041
| +24% | +$280K | 0.11% | 176 |
|
|
2024
Q1 | $1.15M | Buy |
4,429
+313
| +8% | +$81.1K | 0.11% | 185 |
|
|
2023
Q4 | $930K | Buy |
4,116
+85
| +2% | +$19.2K | 0.1% | 204 |
|
|
2023
Q3 | $839K | Sell |
4,031
-196
| -5% | -$40.8K | 0.1% | 198 |
|
|
2023
Q2 | $814K | Buy |
4,227
+82
| +2% | +$15.8K | 0.09% | 205 |
|
|
2023
Q1 | $805K | Buy |
4,145
+8
| +0.2% | +$1.55K | 0.08% | 215 |
|
|
2022
Q4 | $912K | Sell |
4,137
-8
| -0.2% | -$1.76K | 0.1% | 192 |
|
|
2022
Q3 | $754K | Buy |
4,145
+6
| +0.1% | +$1.09K | 0.09% | 198 |
|
|
2022
Q2 | $814K | Sell |
4,139
-139
| -3% | -$27.3K | 0.09% | 204 |
|
|
2022
Q1 | $915K | Buy |
4,278
+16
| +0.4% | +$3.42K | 0.09% | 210 |
|
|
2021
Q4 | $824K | Buy |
4,262
+87
| +2% | +$16.8K | 0.08% | 223 |
|
|
2021
Q3 | $724K | Buy |
4,175
+381
| +10% | +$66.1K | 0.08% | 227 |
|
|
2021
Q2 | $599K | Hold |
3,794
| – | – | 0.09% | 217 |
|
|
2021
Q1 | $599K | Buy |
3,794
+424
| +13% | +$66.9K | 0.11% | 183 |
|
|
2020
Q4 | $519K | Buy |
3,370
+89
| +3% | +$13.7K | 0.1% | 183 |
|
|
2020
Q3 | $381K | Buy |
3,281
+198
| +6% | +$23K | 0.09% | 191 |
|
|
2020
Q2 | $390K | Buy |
3,083
+180
| +6% | +$22.8K | 0.12% | 160 |
|
|
2020
Q1 | $324K | Sell |
2,903
-1,699
| -37% | -$190K | 0.12% | 175 |
|
|
2019
Q4 | $716K | Sell |
4,602
-6,092
| -57% | -$948K | 0.2% | 117 |
|
|
2019
Q3 | $1.73M | Buy |
10,694
+13
| +0.1% | +$2.1K | 0.56% | 53 |
|
|
2019
Q2 | $1.57M | Buy |
10,681
+16
| +0.2% | +$2.36K | 0.46% | 61 |
|
|
2019
Q1 | $1.49M | Sell |
10,665
-931
| -8% | -$130K | 0.45% | 60 |
|
|
2018
Q4 | $1.5M | Buy |
11,596
+50
| +0.4% | +$6.46K | 0.46% | 61 |
|
|
2018
Q3 | $1.54M | Sell |
11,546
-1,590
| -12% | -$212K | 0.34% | 77 |
|
|
2018
Q2 | $1.67M | Sell |
13,136
-131
| -1% | -$16.6K | 0.4% | 66 |
|
|
2018
Q1 | $1.82M | Sell |
13,267
-523
| -4% | -$71.5K | 0.36% | 79 |
|
|
2017
Q4 | $2.02M | Sell |
13,790
-1,105
| -7% | -$161K | 0.48% | 57 |
|
|
2017
Q3 | $2.12M | Sell |
14,895
-1,111
| -7% | -$158K | 0.52% | 51 |
|
|
2017
Q2 | $1.42M | Buy |
16,006
+129
| +0.8% | +$11.4K | 0.3% | 87 |
|
|
2017
Q1 | $2.16M | Sell |
15,877
-201
| -1% | -$27.4K | 0.5% | 52 |
|
|
2016
Q4 | $2.12M | Buy |
16,078
+1,442
| +10% | +$190K | 0.46% | 60 |
|
|
2016
Q3 | $1.84M | Buy |
14,636
+1,066
| +8% | +$134K | 0.44% | 60 |
|
|
2016
Q2 | $1.77M | Sell |
13,570
-149
| -1% | -$19.5K | 0.43% | 64 |
|
|
2016
Q1 | $1.63M | Buy |
13,719
+398
| +3% | +$47.4K | 0.4% | 64 |
|
|
2015
Q4 | $1.56M | Buy |
13,321
+681
| +5% | +$79.6K | 0.37% | 70 |
|
|
2015
Q3 | $1.31M | Sell |
12,640
-35
| -0.3% | -$3.62K | 0.34% | 76 |
|
|
2015
Q2 | $1.29M | Sell |
12,675
-1,400
| -10% | -$142K | 0.33% | 77 |
|
|
2015
Q1 | $1.57M | Sell |
14,075
-2,061
| -13% | -$230K | 0.4% | 63 |
|
|
2014
Q4 | $1.85M | Sell |
16,136
-955
| -6% | -$110K | 0.48% | 54 |
|
|
2014
Q3 | $1.79M | Sell |
17,091
-545
| -3% | -$57.1K | 0.54% | 47 |
|
|
2014
Q2 | $1.83M | Sell |
17,636
-1,470
| -8% | -$152K | 0.55% | 44 |
|
|
2014
Q1 | $1.89M | Sell |
19,106
-2,570
| -12% | -$255K | 0.62% | 34 |
|
|
2013
Q4 | $2.24M | Buy |
21,676
+450
| +2% | +$46.6K | 0.76% | 33 |
|
|
2013
Q3 | $1.99K | Sell |
21,226
-500
| -2% | -$47 | 0.62% | 37 |
|
|
2013
Q2 | $1.94M | Buy |
+21,726
| New | +$1.94M | 0.68% | 34 |
|