Jones Financial Companies’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  | $3.78M | Buy | 
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        2025
         Q1  | $3.08M | Buy | 
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        2024
         Q4  | $2.14M | Buy | 
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| 
        
          
      
        2024
         Q3  | $1.29M | Buy | 
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| 
        
          
      
        2024
         Q2  | $634K | Buy | 
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| 
        
          
      
        2024
         Q1  | $279K | Buy | 
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| 
        
          
      
        2023
         Q4  | $169K | Buy | 
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| 
        
          
      
        2023
         Q3  | $154K | Buy | 
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| 
        
          
      
        2023
         Q2  | $86.8K | Sell | 
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| 
        
          
      
        2023
         Q1  | $124K | Sell | 
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| 
        
          
      
        2022
         Q4  | $150K | Buy | 
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| 
        
          
      
        2022
         Q3  | $39K | Sell | 
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| 
        
          
      
        2022
         Q2  | $43K | Sell | 
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| 
        
          
      
        2022
         Q1  | $48K | Sell | 
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| 
        
          
      
        2021
         Q4  | $65K | Buy | 
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| 
        
          
      
        2021
         Q3  | $41K | Hold | 
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| 
        
          
      
        2021
         Q2  | $38K | Buy | 
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| 
        
          
      
        2021
         Q1  | $18K | Buy | 
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| 
        
          
      
        2020
         Q4  | $12K | Buy | 
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| 
        
          
      
        2013
         Q4  | – | Sell | 
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| 
        
          
      
        2013
         Q3  | $7K | Buy | 
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| 
        
          
      
        2013
         Q2  | $4K | Buy | 
         |