Forum Financial Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
7,490
+715
| +11% | +$207K | 0.03% | 115 |
|
|
2025
Q1 | $2.05M | Sell |
6,775
-13
| -0.2% | -$3.93K | 0.03% | 114 |
|
|
2024
Q4 | $1.88M | Buy |
6,788
+2,227
| +49% | +$615K | 0.03% | 128 |
|
|
2024
Q3 | $1.32M | Hold |
4,561
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $1.16M | Buy |
4,561
+3
| +0.1% | +$765 | 0.02% | 152 |
|
|
2024
Q1 | $1.18M | Sell |
4,558
-250
| -5% | -$64.8K | 0.02% | 168 |
|
|
2023
Q4 | $1.09M | Hold |
4,808
| – | – | 0.02% | 155 |
|
|
2023
Q3 | $1M | Sell |
4,808
-50
| -1% | -$10.4K | 0.02% | 160 |
|
|
2023
Q2 | $935K | Buy |
4,858
+10
| +0.2% | +$1.93K | 0.02% | 170 |
|
|
2023
Q1 | $941K | Buy |
4,848
+26
| +0.5% | +$5.05K | 0.03% | 150 |
|
|
2022
Q4 | $1.06M | Hold |
4,822
| – | – | 0.04% | 127 |
|
|
2022
Q3 | $877K | Sell |
4,822
-227
| -4% | -$41.3K | 0.04% | 128 |
|
|
2022
Q2 | $993K | Buy |
5,049
+268
| +6% | +$52.7K | 0.05% | 124 |
|
|
2022
Q1 | $1.02M | Buy |
4,781
+633
| +15% | +$135K | 0.05% | 123 |
|
|
2021
Q4 | $802K | Buy |
+4,148
| New | +$802K | 0.04% | 157 |
|