HB Wealth 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
$10.6M Sell
36,547
-101
-0.3% -$29.3K 0.08% 124
2025
Q1
$11.1M Buy
36,648
+3,899
+12% +$1.18M 0.09% 120
2024
Q4
$9.05M Buy
32,749
+1,193
+4% +$330K 0.09% 104
2024
Q3
$9.1M Buy
31,556
+1,419
+5% +$409K 0.1% 101
2024
Q2
$7.69M Buy
30,137
+716
+2% +$183K 0.09% 108
2024
Q1
$7.62M Buy
29,421
+410
+1% +$106K 0.1% 107
2023
Q4
$6.56M Buy
29,011
+132
+0.5% +$29.8K 0.09% 114
2023
Q3
$6.01M Buy
28,879
+1,144
+4% +$238K 0.1% 108
2023
Q2
$5.34M Buy
27,735
+1,474
+6% +$284K 0.09% 118
2023
Q1
$5.1M Buy
26,261
+107
+0.4% +$20.8K 0.09% 114
2022
Q4
$5.77M Buy
26,154
+2,976
+13% +$656K 0.11% 99
2022
Q3
$4.22M Buy
23,178
+1,299
+6% +$236K 0.09% 108
2022
Q2
$4.3M Buy
21,879
+1,422
+7% +$280K 0.09% 112
2022
Q1
$4.38M Buy
20,457
+1,784
+10% +$382K 0.08% 120
2021
Q4
$3.61M Buy
+18,673
New +$3.61M 0.07% 107