Klingman & Associates’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Sell
2025
Q2
$374K Buy
2025
Q1
$255K Buy
2024
Q4
Sell
2024
Q3
$204K Buy
2016
Q4
Sell
2016
Q3
$49K Hold
2016
Q2
$51K Hold
2016
Q1
$46K Hold
2015
Q4
$45K Hold
2015
Q3
$40K Sell
2015
Q2
$61K Buy
2015
Q1
$43K Hold
2014
Q4
$44K Buy