Founders Financial Alliance’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$315K Buy
1,087
+1
+0.1% +$290 0.07% 244
2025
Q1
$328K Buy
1,086
+195
+22% +$58.8K 0.08% 235
2024
Q4
$246K Buy
891
+11
+1% +$3.04K 0.07% 248
2024
Q3
$254K Sell
880
-88
-9% -$25.4K 0.07% 246
2024
Q2
$247K Buy
+968
New +$247K 0.07% 240
2020
Q4
Sell
-165
Closed -$19K 549
2020
Q3
$19K Buy
+165
New +$19K 0.01% 589