Investment Research & Advisory Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.97M Sell
13,714
-396
-3% -$115K 1.48% 21
2025
Q1
$4.26M Buy
14,110
+609
+5% +$184K 1.78% 16
2024
Q4
$3.73M Sell
13,501
-98
-0.7% -$27.1K 1.55% 17
2024
Q3
$3.92M Buy
13,599
+67
+0.5% +$19.3K 1.66% 18
2024
Q2
$3.45M Sell
13,532
-40
-0.3% -$10.2K 1.53% 19
2024
Q1
$3.52M Buy
13,572
+169
+1% +$43.8K 1.62% 19
2023
Q4
$3.03M Buy
13,403
+343
+3% +$77.5K 1.55% 17
2023
Q3
$2.72M Sell
13,060
-8
-0.1% -$1.67K 1.54% 16
2023
Q2
$2.52M Buy
13,068
+47
+0.4% +$9.05K 1.46% 19
2023
Q1
$2.53M Sell
13,021
-61
-0.5% -$11.8K 1.62% 17
2022
Q4
$2.89M Sell
13,082
-23
-0.2% -$5.07K 1.9% 16
2022
Q3
$2.38M Buy
13,105
+514
+4% +$93.5K 1.78% 15
2022
Q2
$2.48M Buy
12,591
+83
+0.7% +$16.3K 1.79% 15
2022
Q1
$2.68M Buy
12,508
+104
+0.8% +$22.2K 1.68% 15
2021
Q4
$2.4M Sell
12,404
-135
-1% -$26.1K 1.46% 20
2021
Q3
$2.19M Buy
12,539
+93
+0.7% +$16.3K 1.44% 22
2021
Q2
$1.98M Buy
12,446
+134
+1% +$21.3K 1.3% 23
2021
Q1
$1.95M Sell
12,312
-286
-2% -$45.2K 1.43% 22
2020
Q4
$1.94M Buy
12,598
+471
+4% +$72.5K 1.44% 22
2020
Q3
$1.41M Sell
12,127
-403
-3% -$46.8K 1.17% 28
2020
Q2
$1.58M Buy
12,530
+6,553
+110% +$825K 1.42% 21
2020
Q1
$668K Sell
5,977
-1,706
-22% -$191K 0.62% 27
2019
Q4
$1.2M Buy
+7,683
New +$1.2M 1.11% 20