Freedom Investment 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
$404K Sell
1,396
-323
-19% -$93.5K 0.03% 508
2025
Q1
$519K Sell
1,719
-63
-4% -$19K 0.04% 410
2024
Q4
$492K Sell
1,782
-1,809
-50% -$500K 0.04% 434
2024
Q3
$1.04M Sell
3,591
-68
-2% -$19.6K 0.08% 230
2024
Q2
$933K Buy
3,659
+1,889
+107% +$482K 0.08% 252
2024
Q1
$459K Buy
1,770
+64
+4% +$16.6K 0.04% 461
2023
Q4
$386K Buy
1,706
+582
+52% +$132K 0.03% 504
2023
Q3
$234K Sell
1,124
-1,663
-60% -$346K 0.03% 582
2023
Q2
$537K Sell
2,787
-78
-3% -$15K 0.06% 379
2023
Q1
$556K Sell
2,865
-5,581
-66% -$1.08M 0.06% 375
2022
Q4
$1.86M Buy
8,446
+5,686
+206% +$1.25M 0.21% 119
2022
Q3
$502K Sell
2,760
-369
-12% -$67.1K 0.06% 421
2022
Q2
$615K Sell
3,129
-99
-3% -$19.5K 0.07% 373
2022
Q1
$690K Sell
3,228
-541
-14% -$116K 0.06% 384
2021
Q4
$729K Buy
3,769
+606
+19% +$117K 0.05% 434
2021
Q3
$549K Buy
3,163
+91
+3% +$15.8K 0.04% 473
2021
Q2
$488K Sell
3,072
-102
-3% -$16.2K 0.04% 543
2021
Q1
$501K Buy
+3,174
New +$501K 0.04% 528