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 |
|