Kavar Capital Partners 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	$214K	Hold	740	–	–	0.03%	183
2025 Q1	$223K	Hold	740	–	–	0.04%	167
2024 Q4	$204K	Hold	740	–	–	0.03%	170
2024 Q3	$213K	Sell	740 -201	-21%	-$58K	0.03%	171
2024 Q2	$240K	Hold	941	–	–	0.04%	145
2024 Q1	$244K	Sell	941 -941	-50%	-$244K	0.05%	145
2023 Q4	$425K	Buy	+1,882	New	+$425K	0.05%	143
2023 Q1	–	Sell	-941	Closed	-$208K	–	164
2022 Q4	$208K	Buy	+941	New	+$208K	0.05%	139
2022 Q2	–	Sell	-941	Closed	-$201K	–	166
2022 Q1	$201K	Sell	941 -250	-21%	-$53.4K	0.04%	153
2021 Q4	$230K	Hold	1,191	–	–	0.05%	151
2021 Q3	$207K	Buy	+1,191	New	+$207K	0.05%	161
2020 Q1	–	Sell	-2,041	Closed	-$318K	–	122
2019 Q4	$318K	Hold	2,041	–	–	0.12%	103
2019 Q3	$329K	Sell	2,041 -500	-20%	-$80.6K	0.13%	102
2019 Q2	$374K	Hold	2,541	–	–	0.15%	92
2019 Q1	$356K	Hold	2,541	–	–	0.16%	95
2018 Q4	$328K	Sell	2,541 -18,070	-88%	-$2.33M	0.18%	82
2018 Q3	$2.76M	Buy	20,611 +19,071	+1,238%	+$2.55M	1.36%	26
2018 Q2	$196K	Hold	1,540	–	–	0.1%	107
2018 Q1	$211K	Hold	1,540	–	–	0.11%	103
2017 Q4	$225K	Sell	1,540 -400	-21%	-$58.4K	0.12%	101
2017 Q3	$277K	Hold	1,940	–	–	0.15%	94
2017 Q2	$282K	Hold	1,940	–	–	0.15%	96
2017 Q1	$264K	Buy	+1,940	New	+$264K	0.15%	99
2014 Q2	–	Sell	-48	Closed	-$4K	–	167
2014 Q1	$4K	Buy	48 +7	+17%	+$583	﹤0.01%	352
2013 Q4	$4K	Buy	+41	New	+$4K	﹤0.01%	331