Laird Norton Wetherby 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 | $2.36M | Buy |
+8,157
| New | +$2.36M | 0.11% | 196 |
|
|
2024
Q4 | $2.2M | Sell |
7,952
-740
| -9% | -$204K | 0.11% | 189 |
|
|
2024
Q3 | $2.51M | Sell |
8,692
-838
| -9% | -$242K | 0.11% | 180 |
|
|
2024
Q2 | $2.43M | Sell |
9,530
-202
| -2% | -$51.5K | 0.11% | 177 |
|
|
2024
Q1 | $2.52M | Sell |
9,732
-22
| -0.2% | -$5.7K | 0.12% | 172 |
|
|
2023
Q4 | $2.2M | Buy |
9,754
+11
| +0.1% | +$2.49K | 0.11% | 178 |
|
|
2023
Q3 | $2.03M | Buy |
9,743
+939
| +11% | +$195K | 0.12% | 183 |
|
|
2023
Q2 | $1.7M | Sell |
8,804
-736
| -8% | -$142K | 0.09% | 229 |
|
|
2023
Q1 | $1.85M | Buy |
9,540
+463
| +5% | +$89.9K | 0.11% | 204 |
|
|
2022
Q4 | $2M | Buy |
9,077
+707
| +8% | +$156K | 0.13% | 172 |
|
|
2022
Q3 | $1.52M | Buy |
8,370
+14
| +0.2% | +$2.55K | 0.11% | 196 |
|
|
2022
Q2 | $1.64M | Sell |
8,356
-168
| -2% | -$33K | 0.11% | 184 |
|
|
2022
Q1 | $1.82M | Buy |
8,524
+868
| +11% | +$186K | 0.1% | 181 |
|
|
2021
Q4 | $1.48M | Buy |
7,656
+1,381
| +22% | +$267K | 0.08% | 223 |
|
|
2021
Q3 | $1.09M | Buy |
6,275
+151
| +2% | +$26.2K | 0.07% | 274 |
|
|
2021
Q2 | $973K | Buy |
6,124
+668
| +12% | +$106K | 0.06% | 302 |
|
|
2021
Q1 | $862K | Sell |
5,456
-888
| -14% | -$140K | 0.07% | 295 |
|
|
2020
Q4 | $976K | Buy |
6,344
+530
| +9% | +$81.5K | 0.07% | 278 |
|
|
2020
Q3 | $675K | Sell |
5,814
-54
| -0.9% | -$6.27K | 0.06% | 312 |
|
|
2020
Q2 | $743K | Sell |
5,868
-685
| -10% | -$86.7K | 0.07% | 264 |
|
|
2020
Q1 | $731K | Sell |
6,553
-1,931
| -23% | -$215K | 0.08% | 235 |
|
|
2019
Q4 | $1.32M | Sell |
8,484
-578
| -6% | -$90K | 0.13% | 174 |
|
|
2019
Q3 | $1.46M | Buy |
9,062
+405
| +5% | +$65.4K | 0.15% | 152 |
|
|
2019
Q2 | $1.28M | Buy |
8,657
+190
| +2% | +$28K | 0.14% | 163 |
|
|
2019
Q1 | $1.19M | Sell |
8,467
-510
| -6% | -$71.4K | 0.15% | 147 |
|
|
2018
Q4 | $1.16M | Buy |
8,977
+445
| +5% | +$57.5K | 0.16% | 136 |
|
|
2018
Q3 | $1.14M | Sell |
8,532
-759
| -8% | -$102K | 0.14% | 160 |
|
|
2018
Q2 | $1.18M | Sell |
9,291
-908
| -9% | -$115K | 0.16% | 143 |
|
|
2018
Q1 | $1.4M | Sell |
10,199
-288
| -3% | -$39.4K | 0.19% | 111 |
|
|
2017
Q4 | $1.53M | Buy |
10,487
+1,595
| +18% | +$233K | 0.21% | 99 |
|
|
2017
Q3 | $1.27M | Sell |
8,892
-381
| -4% | -$54.3K | 0.19% | 117 |
|
|
2017
Q2 | $1.35M | Buy |
9,273
+1,177
| +15% | +$171K | 0.23% | 91 |
|
|
2017
Q1 | $1.1M | Sell |
8,096
-11
| -0.1% | -$1.5K | 0.2% | 112 |
|
|
2016
Q4 | $1.07M | Buy |
8,107
+163
| +2% | +$21.5K | 0.21% | 102 |
|
|
2016
Q3 | $998K | Buy |
7,944
+172
| +2% | +$21.6K | 0.2% | 115 |
|
|
2016
Q2 | $1.02M | Buy |
7,772
+156
| +2% | +$20.4K | 0.23% | 94 |
|
|
2016
Q1 | $908K | Buy |
7,616
+3,959
| +108% | +$472K | 0.21% | 102 |
|
|
2015
Q4 | $428K | Buy |
3,657
+173
| +5% | +$20.2K | 0.1% | 233 |
|
|
2015
Q3 | $360K | Sell |
3,484
-175
| -5% | -$18.1K | 0.09% | 264 |
|
|
2015
Q2 | $372K | Sell |
3,659
-87
| -2% | -$8.85K | 0.09% | 264 |
|
|
2015
Q1 | $417K | Sell |
3,746
-568
| -13% | -$63.2K | 0.1% | 246 |
|
|
2014
Q4 | $496K | Buy |
4,314
+264
| +7% | +$30.4K | 0.12% | 191 |
|
|
2014
Q3 | $425K | Sell |
4,050
-97
| -2% | -$10.2K | 0.12% | 209 |
|
|
2014
Q2 | $430K | Sell |
4,147
-1,624
| -28% | -$168K | 0.12% | 207 |
|
|
2014
Q1 | $572K | Sell |
5,771
-243
| -4% | -$24.1K | 0.16% | 157 |
|
|
2013
Q4 | $622K | Buy |
6,014
+117
| +2% | +$12.1K | 0.18% | 143 |
|
|
2013
Q3 | $552K | Buy |
+5,897
| New | +$552K | 0.17% | 144 |
|