Halbert Hargrove Global Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$302 | – | 364 |
|
|
2025
Q1 | $302 | Buy |
+1
| New | +$278 | ﹤0.01% | 557 |
|
|
2023
Q2 | – | Sell |
-1,321
| Closed | -$256K | – | 112 |
|
|
2023
Q1 | $256K | Buy |
1,321
+87
| +7% | +$18.3K | 0.02% | 128 |
|
|
2022
Q4 | $272K | Sell |
1,234
-10
| -0.8% | -$2.08K | 0.02% | 115 |
|
|
2022
Q3 | $226K | Sell |
1,244
-6
| -0.5% | -$1.14K | 0.02% | 136 |
|
|
2022
Q2 | $245K | Sell |
1,250
-18
| -1% | -$3.71K | 0.02% | 132 |
|
|
2022
Q1 | $272K | Buy |
1,268
+140
| +12% | +$28.5K | 0.02% | 129 |
|
|
2021
Q4 | $218K | Sell |
1,128
-84
| -7% | -$15.8K | 0.01% | 148 |
|
|
2021
Q3 | $210K | Buy |
+1,212
| New | +$212K | 0.01% | 140 |
|
|
2016
Q3 | – | Sell |
-1,628
| Closed | -$213K | – | 71 |
|
|
2016
Q2 | $213K | Sell |
1,628
-365
| -18% | -$45K | 0.06% | 69 |
|
|
2016
Q1 | $237K | Sell |
1,993
-226
| -10% | -$26K | 0.09% | 67 |
|
|
2015
Q4 | $259K | Sell |
2,219
-76
| -3% | -$8.6K | 0.11% | 75 |
|
|
2015
Q3 | $237K | Sell |
2,295
-2,231
| -49% | -$233K | 0.12% | 81 |
|
|
2015
Q2 | $460K | Sell |
4,526
-158
| -3% | -$17K | 0.11% | 94 |
|
|
2015
Q1 | $522K | Buy |
4,684
+1,957
| +72% | +$220K | 0.17% | 80 |
|
|
2014
Q4 | $313K | Sell |
2,727
-84
| -3% | -$9.3K | 0.16% | 80 |
|
|
2014
Q3 | $295K | Sell |
2,811
-317
| -10% | -$33.1K | 0.08% | 97 |
|
|
2014
Q2 | $324K | Buy |
3,128
+38
| +1% | +$3.89K | 0.1% | 79 |
|
|
2014
Q1 | $306K | Sell |
3,090
-74
| -2% | -$7.18K | 0.09% | 83 |
|
|
2013
Q4 | $328K | Sell |
3,164
-346
| -10% | -$34K | 0.1% | 75 |
|
|
2013
Q3 | $328K | Buy |
3,510
+418
| +14% | +$38.2K | 0.11% | 69 |
|
|
2013
Q2 | $277K | Buy |
+3,092
| New | +$277K | 0.1% | 85 |
|
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