Fiduciary Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $872K | Sell |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | $754K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $265K | Sell |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $470K | Sell |
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|
2019
Q1 | $450K | Buy |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $561K | Sell |
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|
2018
Q1 | $644K | Sell |
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|
2017
Q4 | $771K | Sell |
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|
2017
Q3 | $762K | Sell |
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|
2017
Q2 | $840K | Hold |
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|
2017
Q1 | $787K | Sell |
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|
2016
Q4 | $791K | Buy |
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|
2016
Q3 | $740K | Sell |
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|
2016
Q2 | $776K | Sell |
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|
2016
Q1 | $711K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $224K | Hold |
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|
2015
Q2 | $220K | Buy |
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