Keyes Stange & Wooten Wealth Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$837K Sell
2,890
-116
-4% -$33.6K 0.43% 27
2025
Q1
$908K Buy
3,006
+14
+0.5% +$4.23K 0.52% 22
2024
Q4
$827K Buy
2,992
+3
+0.1% +$829 0.49% 23
2024
Q3
$862K Sell
2,989
-567
-16% -$164K 0.51% 24
2024
Q2
$907K Sell
3,556
-201
-5% -$51.3K 0.63% 24
2024
Q1
$974K Sell
3,757
-55
-1% -$14.3K 0.86% 21
2023
Q4
$862K Buy
+3,812
New +$862K 0.92% 20