Fi3 Financial 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
$271K Buy
932
+139
+18% +$40.5K 0.1% 109
2025
Q1
$240K Buy
+793
New +$240K 0.1% 102