Larson Financial Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
3,483
+2,358
+210% +$683K 0.04% 291
2025
Q1
$340K Buy
1,125
+452
+67% +$136K 0.02% 486
2024
Q4
$186K Buy
673
+108
+19% +$29.8K 0.01% 582
2024
Q3
$163K Buy
565
+336
+147% +$96.9K 0.01% 619
2024
Q2
$58.3K Sell
229
-6
-3% -$1.53K ﹤0.01% 772
2024
Q1
$61K Sell
235
-26
-10% -$6.75K ﹤0.01% 646
2023
Q4
$59.1K Buy
261
+3
+1% +$679 0.01% 610
2023
Q3
$53.6K Sell
258
-1,465
-85% -$304K 0.01% 590
2023
Q2
$332K Buy
1,723
+23
+1% +$4.43K 0.03% 243
2023
Q1
$330K Sell
1,700
-6
-0.4% -$1.17K 0.04% 246
2022
Q4
$376K Sell
1,706
-2
-0.1% -$441 0.05% 228
2022
Q3
$311K Buy
1,708
+1,602
+1,511% +$292K 0.04% 221
2022
Q2
$21K Hold
106
﹤0.01% 534
2022
Q1
$23K Buy
106
+81
+324% +$17.6K ﹤0.01% 497
2021
Q4
$5K Buy
25
+17
+213% +$3.4K ﹤0.01% 796
2021
Q3
$1K Hold
8
﹤0.01% 813
2021
Q2
$1K Hold
8
﹤0.01% 756
2021
Q1
$1K Hold
8
﹤0.01% 752
2020
Q4
$1K Hold
8
﹤0.01% 676
2020
Q3
$1K Buy
+8
New +$1K ﹤0.01% 638
2020
Q2
Sell
-24
Closed -$3K 682
2020
Q1
$3K Sell
24
-4
-14% -$500 ﹤0.01% 402
2019
Q4
$4K Sell
28
-136
-83% -$19.4K ﹤0.01% 381
2019
Q3
$26K Buy
+164
New +$26K 0.02% 194