Goelzer 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 | $495K | Hold |
1,707
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $515K | Buy |
1,707
+367
| +27% | +$111K | 0.03% | 180 |
|
|
2024
Q4 | $370K | Buy |
1,340
+126
| +10% | +$34.8K | 0.02% | 201 |
|
|
2024
Q3 | $350K | Buy |
1,214
+52
| +4% | +$15K | 0.02% | 201 |
|
|
2024
Q2 | $296K | Sell |
1,162
-70
| -6% | -$17.9K | 0.02% | 212 |
|
|
2024
Q1 | $319K | Hold |
1,232
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $278K | Buy |
+1,232
| New | +$278K | 0.02% | 217 |
|
|
2023
Q1 | – | Sell |
-1,145
| Closed | -$253K | – | 228 |
|
|
2022
Q4 | $253K | Buy |
+1,145
| New | +$253K | 0.02% | 222 |
|
|
2020
Q4 | – | Sell |
-6,661
| Closed | -$773K | – | 202 |
|
|
2020
Q3 | $773K | Hold |
6,661
| – | – | 0.07% | 169 |
|
|
2020
Q2 | $843K | Buy |
6,661
+75
| +1% | +$9.49K | 0.08% | 161 |
|
|
2020
Q1 | $736K | Sell |
6,586
-493
| -7% | -$55.1K | 0.08% | 169 |
|
|
2019
Q4 | $1.1M | Sell |
7,079
-291
| -4% | -$45.3K | 0.09% | 165 |
|
|
2019
Q3 | $1.19M | Sell |
7,370
-264
| -3% | -$42.6K | 0.11% | 160 |
|
|
2019
Q2 | $1.12M | Sell |
7,634
-179
| -2% | -$26.4K | 0.1% | 165 |
|
|
2019
Q1 | $1.09M | Buy |
+7,813
| New | +$1.09M | 0.1% | 165 |
|