Great Valley Advisor Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
9,177
-5,402
| -37% | -$1.57M | 0.06% | 267 |
|
|
2025
Q1 | $4.4M | Sell |
14,579
-18,706
| -56% | -$5.65M | 0.09% | 185 |
|
|
2024
Q4 | $9.2M | Buy |
33,285
+1,685
| +5% | +$466K | 0.21% | 112 |
|
|
2024
Q3 | $9.11M | Buy |
31,600
+420
| +1% | +$121K | 0.22% | 109 |
|
|
2024
Q2 | $7.95M | Buy |
31,180
+4,100
| +15% | +$1.05M | 0.22% | 108 |
|
|
2024
Q1 | $7.02M | Buy |
27,080
+20,897
| +338% | +$5.42M | 0.21% | 114 |
|
|
2023
Q4 | $1.4M | Buy |
6,183
+1,092
| +21% | +$247K | 0.05% | 292 |
|
|
2023
Q3 | $1.06M | Buy |
5,091
+662
| +15% | +$138K | 0.04% | 307 |
|
|
2023
Q2 | $853K | Sell |
4,429
-67
| -1% | -$12.9K | 0.04% | 335 |
|
|
2023
Q1 | $873K | Buy |
+4,496
| New | +$873K | 0.04% | 330 |
|