Focus Partners Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
29,437
+1,426
| +5% | +$414K | 0.02% | 532 |
|
|
2025
Q1 | $8.47M | Sell |
28,011
-1,370
| -5% | -$414K | 0.02% | 504 |
|
|
2024
Q4 | $8.13M | Buy |
29,381
+12,435
| +73% | +$3.44M | 0.02% | 507 |
|
|
2024
Q3 | $4.89M | Sell |
16,946
-9,118
| -35% | -$2.63M | 0.02% | 566 |
|
|
2024
Q2 | $6.65M | Buy |
26,064
+14,672
| +129% | +$3.74M | 0.02% | 447 |
|
|
2024
Q1 | $2.95M | Buy |
11,392
+9,102
| +397% | +$2.36M | 0.02% | 421 |
|
|
2023
Q4 | $518K | Buy |
+2,290
| New | +$518K | 0.01% | 573 |
|