Klingman & Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,290
+444
| +52% | +$129K | 0.02% | 212 |
|
|
2025
Q1 | $255K | Buy |
+846
| New | +$255K | 0.02% | 236 |
|
|
2024
Q4 | – | Sell |
-706
| Closed | -$204K | – | 258 |
|
|
2024
Q3 | $204K | Buy |
+706
| New | +$204K | 0.01% | 256 |
|
|
2016
Q4 | – | Sell |
-389
| Closed | -$49K | – | 136 |
|
|
2016
Q3 | $49K | Hold |
389
| – | – | 0.01% | 185 |
|
|
2016
Q2 | $51K | Hold |
389
| – | – | 0.02% | 188 |
|
|
2016
Q1 | $46K | Hold |
389
| – | – | 0.02% | 193 |
|
|
2015
Q4 | $45K | Hold |
389
| – | – | 0.02% | 211 |
|
|
2015
Q3 | $40K | Sell |
389
-207
| -35% | -$21.3K | 0.02% | 214 |
|
|
2015
Q2 | $61K | Buy |
596
+207
| +53% | +$21.2K | 0.02% | 172 |
|
|
2015
Q1 | $43K | Hold |
389
| – | – | 0.02% | 178 |
|
|
2014
Q4 | $44K | Buy |
+389
| New | +$44K | 0.02% | 182 |
|