Holt Capital Partners’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 | $1.55M | Hold |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.64M | Buy |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $246K | Hold |
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|
2022
Q1 | $268K | Sell |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $315K | Buy |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $320K | Hold |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $449K | Sell |
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|
2019
Q3 | $523K | Sell |
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|
2019
Q2 | $719K | Sell |
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|
2019
Q1 | $755K | Sell |
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|
2018
Q4 | $772K | Hold |
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|
2018
Q3 | $799K | Sell |
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|
2018
Q2 | $809K | Sell |
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|
2018
Q1 | $891K | Hold |
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|
2017
Q4 | $952K | Sell |
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|
2017
Q3 | $987K | Hold |
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|
2017
Q2 | $1.01M | Hold |
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|
2017
Q1 | $943K | Sell |
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|
2016
Q4 | $941K | Sell |
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|
2016
Q3 | $901K | Sell |
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|
2016
Q2 | $942K | Sell |
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|
2016
Q1 | $868K | Buy |
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