Family Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $791K | Buy |
2,428
+23
| +1% | +$7.38K | 0.09% | 120 |
|
|
2025
Q4 | $751K | Buy |
2,405
+980
| +69% | +$287K | 0.09% | 113 |
|
|
2025
Q3 | $402K | Hold |
1,425
| – | – | 0.06% | 138 |
|
|
2025
Q2 | $413K | Buy |
1,425
+14
| +1% | +$4.03K | 0.06% | 132 |
|
|
2025
Q1 | $426K | Buy |
1,411
+200
| +17% | +$55.6K | 0.07% | 125 |
|
|
2024
Q4 | $335K | Sell |
1,211
-202
| -14% | -$57.4K | 0.05% | 130 |
|
|
2024
Q3 | $407K | Buy |
1,413
+47
| +3% | +$12.9K | 0.07% | 123 |
|
|
2024
Q2 | $348K | Sell |
1,366
-117
| -8% | -$30K | 0.06% | 116 |
|
|
2024
Q1 | $384K | Sell |
1,483
-146
| -9% | -$35.9K | 0.07% | 114 |
|
|
2023
Q4 | $368K | Hold |
1,629
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $339K | Sell |
1,629
-966
| -37% | -$195K | 0.08% | 96 |
|
|
2023
Q2 | $500K | Buy |
2,595
+1,311
| +102% | +$257K | 0.11% | 80 |
|
|
2023
Q1 | $249K | Sell |
1,284
-412
| -24% | -$86.6K | 0.06% | 105 |
|
|
2022
Q4 | $374K | Buy |
1,696
+123
| +8% | +$25.6K | 0.09% | 99 |
|
|
2022
Q3 | $286K | Sell |
1,573
-97
| -6% | -$18.4K | 0.08% | 104 |
|
|
2022
Q2 | $328K | Buy |
1,670
+64
| +4% | +$13.2K | 0.09% | 106 |
|
|
2022
Q1 | $344K | Hold |
1,606
| – | – | 0.1% | 120 |
|
|
2021
Q4 | $310K | Hold |
1,606
| – | – | 0.08% | 132 |
|
|
2021
Q3 | $279K | Sell |
1,606
-88
| -5% | -$15.4K | 0.08% | 134 |
|
|
2021
Q2 | $269K | Buy |
+1,694
| New | +$281K | 0.07% | 146 |
|
|
2020
Q1 | – | Sell |
-1,755
| Closed | -$273K | – | 163 |
|
|
2019
Q4 | $273K | Buy |
+1,755
| New | +$269K | 0.09% | 125 |
|
Other funds holding CB
VCM
VPM
