Independent Advisor Alliance’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Sell |
31,540
-1,769
| -5% | -$513K | 0.26% | 62 |
|
|
2025
Q1 | $10.1M | Sell |
33,309
-3,661
| -10% | -$1.11M | 0.33% | 49 |
|
|
2024
Q4 | $10.2M | Sell |
36,970
-751
| -2% | -$208K | 0.14% | 164 |
|
|
2024
Q3 | $10.9M | Buy |
37,721
+1,905
| +5% | +$549K | 0.4% | 44 |
|
|
2024
Q2 | $9.14M | Sell |
35,816
-9,818
| -22% | -$2.5M | 0.31% | 57 |
|
|
2024
Q1 | $11.8M | Sell |
45,634
-5,862
| -11% | -$1.52M | 0.43% | 43 |
|
|
2023
Q4 | $11.6M | Sell |
51,496
-1,032
| -2% | -$233K | 0.42% | 41 |
|
|
2023
Q3 | $10.9M | Sell |
52,528
-2,693
| -5% | -$561K | 0.49% | 39 |
|
|
2023
Q2 | $10.6M | Sell |
55,221
-415
| -0.7% | -$79.9K | 0.47% | 43 |
|
|
2023
Q1 | $10.8M | Sell |
55,636
-209
| -0.4% | -$40.6K | 0.52% | 40 |
|
|
2022
Q4 | $12.3K | Sell |
55,845
-6,826
| -11% | -$1.51K | ﹤0.01% | 164 |
|
|
2022
Q3 | $11.4M | Buy |
62,671
+1,498
| +2% | +$272K | 0.66% | 31 |
|
|
2022
Q2 | $12M | Sell |
61,173
-5,224
| -8% | -$1.03M | 0.67% | 35 |
|
|
2022
Q1 | $14.2M | Buy |
66,397
+627
| +1% | +$134K | 0.68% | 34 |
|
|
2021
Q4 | $12.7M | Buy |
65,770
+357
| +0.5% | +$69K | 0.63% | 36 |
|
|
2021
Q3 | $11.3M | Sell |
65,413
-305
| -0.5% | -$52.9K | 0.63% | 35 |
|
|
2021
Q2 | $10.4M | Sell |
65,718
-3,188
| -5% | -$507K | 0.57% | 38 |
|
|
2021
Q1 | $10.9M | Buy |
68,906
+8,424
| +14% | +$1.33M | 0.65% | 33 |
|
|
2020
Q4 | $9.31M | Buy |
60,482
+1,048
| +2% | +$161K | 0.63% | 37 |
|
|
2020
Q3 | $6.9M | Buy |
59,434
+43,948
| +284% | +$5.1M | 0.52% | 49 |
|
|
2020
Q2 | $1.96M | Buy |
15,486
+5,203
| +51% | +$659K | 0.21% | 95 |
|
|
2020
Q1 | $1.15M | Buy |
10,283
+280
| +3% | +$31.3K | 0.17% | 109 |
|
|
2019
Q4 | $1.56M | Buy |
10,003
+244
| +3% | +$38K | 0.07% | 283 |
|
|
2019
Q3 | $1.58M | Sell |
9,759
-151
| -2% | -$24.4K | 0.19% | 107 |
|
|
2019
Q2 | $1.46M | Sell |
9,910
-261
| -3% | -$38.5K | 0.21% | 98 |
|
|
2019
Q1 | $1.43M | Sell |
10,171
-82
| -0.8% | -$11.5K | 0.2% | 110 |
|
|
2018
Q4 | $1.32M | Sell |
10,253
-574
| -5% | -$74.1K | 0.23% | 96 |
|
|
2018
Q3 | $1.44M | Sell |
10,827
-32
| -0.3% | -$4.26K | 0.26% | 84 |
|
|
2018
Q2 | $1.38M | Buy |
10,859
+272
| +3% | +$34.5K | 0.29% | 80 |
|
|
2018
Q1 | $1.41M | Sell |
10,587
-349
| -3% | -$46.5K | 0.31% | 79 |
|
|
2017
Q4 | $1.57M | Sell |
10,936
-324
| -3% | -$46.5K | 0.35% | 76 |
|
|
2017
Q3 | $1.64M | Buy |
11,260
+191
| +2% | +$27.9K | 0.45% | 63 |
|
|
2017
Q2 | $1.61M | Sell |
11,069
-740
| -6% | -$108K | 0.51% | 56 |
|
|
2017
Q1 | $1.62M | Buy |
11,809
+53
| +0.5% | +$7.25K | 0.26% | 119 |
|
|
2016
Q4 | $1.55M | Buy |
+11,756
| New | +$1.55M | 0.66% | 54 |
|