Kovitz Investment Group Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
101,679
+41,134
| +68% | +$11.9M | 0.13% | 147 |
|
|
2025
Q1 | $18.3M | Sell |
60,545
-1,144
| -2% | -$345K | 0.09% | 183 |
|
|
2024
Q4 | $17M | Buy |
61,689
+3,514
| +6% | +$971K | 0.08% | 198 |
|
|
2024
Q3 | $15.3M | Buy |
58,175
+7,596
| +15% | +$2M | 0.11% | 168 |
|
|
2024
Q2 | $12.9M | Buy |
50,579
+6,549
| +15% | +$1.67M | 0.11% | 134 |
|
|
2024
Q1 | $11.4M | Buy |
+44,030
| New | +$11.4M | 0.15% | 95 |
|
|
2023
Q3 | – | Sell |
-1,187
| Closed | -$229K | – | 394 |
|
|
2023
Q2 | $229K | Buy |
+1,187
| New | +$229K | ﹤0.01% | 383 |
|
|
2019
Q1 | – | Sell |
-2,005
| Closed | -$259K | – | 355 |
|
|
2018
Q4 | $259K | Sell |
2,005
-611
| -23% | -$78.9K | 0.01% | 239 |
|
|
2018
Q3 | $350K | Buy |
+2,616
| New | +$350K | 0.02% | 126 |
|
|
2018
Q2 | – | Sell |
-2,897
| Closed | -$396K | – | 142 |
|
|
2018
Q1 | $396K | Sell |
2,897
-21
| -0.7% | -$2.87K | 0.02% | 118 |
|
|
2017
Q4 | $426 | Hold |
2,918
| – | – | 0.02% | 125 |
|
|
2017
Q3 | $416K | Hold |
2,918
| – | – | 0.02% | 122 |
|
|
2017
Q2 | $424K | Buy |
2,918
+12
| +0.4% | +$1.74K | 0.02% | 119 |
|
|
2017
Q1 | $396K | Buy |
+2,906
| New | +$396K | 0.02% | 104 |
|