Linscomb Wealth’s Chubb CB Stock Holding History

Linscomb Wealth’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$450K	Sell	1,554 -165	-10%	-$47.8K	0.02%	239
2025 Q1	$519K	Sell	1,719 -127	-7%	-$38.4K	0.03%	221
2024 Q4	$510K	Sell	1,846 -34	-2%	-$9.39K	0.03%	221
2024 Q3	$542K	Buy	1,880 +54	+3%	+$15.6K	0.03%	216
2024 Q2	$466K	Buy	1,826 +1	+0.1%	+$255	0.02%	218
2024 Q1	$473K	Sell	1,825 -280	-13%	-$72.6K	0.02%	217
2023 Q4	$476K	Buy	2,105 +81	+4%	+$18.3K	0.03%	214
2023 Q3	$421K	Buy	2,024 +131	+7%	+$27.3K	0.02%	217
2023 Q2	$365K	Sell	1,893 -292	-13%	-$56.2K	0.02%	231
2023 Q1	$424K	Buy	2,185 +13	+0.6%	+$2.53K	0.02%	226
2022 Q4	$479K	Buy	2,172 +358	+20%	+$79K	0.02%	232
2022 Q3	$330K	Hold	1,814	–	–	0.02%	227
2022 Q2	$357K	Buy	1,814 +52	+3%	+$10.2K	0.02%	225
2022 Q1	$377K	Buy	+1,762	New	+$377K	0.02%	254
2020 Q3	–	Sell	-1,805	Closed	-$229K	–	294
2020 Q2	$229K	Sell	1,805 -5,786	-76%	-$734K	0.02%	263
2020 Q1	$848K	Sell	7,591 -2,306	-23%	-$258K	0.07%	167
2019 Q4	$1.54M	Buy	9,897 +6,778	+217%	+$1.06M	0.1%	141
2019 Q3	$504K	Sell	3,119 -586	-16%	-$94.7K	0.04%	186
2019 Q2	$546K	Sell	3,705 -615	-14%	-$90.6K	0.04%	174
2019 Q1	$605K	Sell	4,320 -666	-13%	-$93.3K	0.05%	161
2018 Q4	$644K	Sell	4,986 -23,931	-83%	-$3.09M	0.06%	142
2018 Q3	$3.86M	Buy	28,917 +497	+2%	+$66.4K	0.32%	59
2018 Q2	$3.61M	Buy	28,420 +879	+3%	+$112K	0.31%	59
2018 Q1	$3.77M	Buy	27,541 +897	+3%	+$123K	0.32%	54
2017 Q4	$3.89M	Buy	26,644 +1,443	+6%	+$211K	0.32%	54
2017 Q3	$3.59M	Buy	25,201 +675	+3%	+$96.2K	0.31%	56
2017 Q2	$3.57M	Buy	24,526 +878	+4%	+$128K	0.32%	55
2017 Q1	$3.22M	Buy	23,648 +2,105	+10%	+$287K	0.29%	61
2016 Q4	$2.85M	Buy	21,543 +1,271	+6%	+$168K	0.26%	65
2016 Q3	$2.55M	Buy	20,272 +2,300	+13%	+$289K	0.25%	66
2016 Q2	$2.35M	Buy	17,972 +680	+4%	+$88.9K	0.24%	64
2016 Q1	$2.06M	Buy	17,292 +3,092	+22%	+$368K	0.22%	67
2015 Q4	$1.66M	Buy	+14,200	New	+$1.66M	0.19%	75