First National Advisers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.16M | Buy |
14,363
+174
| +1% | +$50.4K | 0.61% | 41 |
|
2025
Q1 | $4.28M | Buy |
14,189
+1,468
| +12% | +$443K | 0.69% | 39 |
|
2024
Q4 | $3.52M | Buy |
12,721
+264
| +2% | +$72.9K | 0.57% | 47 |
|
2024
Q3 | $3.59M | Sell |
12,457
-1,442
| -10% | -$416K | 0.57% | 49 |
|
2024
Q2 | $3.54M | Buy |
13,899
+331
| +2% | +$84.4K | 0.65% | 47 |
|
2024
Q1 | $3.16M | Buy |
13,568
+1,339
| +11% | +$312K | 0.71% | 40 |
|
2023
Q4 | $2.76M | Buy |
12,229
+2,731
| +29% | +$617K | 0.8% | 33 |
|
2023
Q3 | $1.98M | Buy |
9,498
+3,837
| +68% | +$799K | 0.88% | 27 |
|
2023
Q2 | $1.09M | Buy |
5,661
+169
| +3% | +$32.5K | 1% | 27 |
|
2023
Q1 | $1.07M | Buy |
5,492
+566
| +11% | +$110K | 1.21% | 24 |
|
2022
Q4 | $1.09M | Buy |
4,926
+497
| +11% | +$110K | 1.39% | 19 |
|
2022
Q3 | $806K | Buy |
4,429
+1,254
| +39% | +$228K | 1.19% | 21 |
|
2022
Q2 | $624K | Buy |
+3,175
| New | +$624K | 1.29% | 21 |
|