Independent Financial Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$566K Sell
2025
Q4
$557K Sell
2025
Q3
$567K Sell
2025
Q2
$605K Buy
2025
Q1
$630K Sell
2024
Q4
$586K Buy
2024
Q3
$309K Buy
2024
Q2
$247K Buy
2024
Q1
$227K Sell
2023
Q4
$206K Sell
2023
Q3
$216K Buy