LPL Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140M | Buy |
484,430
+49,800
| +11% | +$14.4M | 0.05% | 364 |
|
|
2025
Q1 | $131M | Buy |
434,630
+59,525
| +16% | +$18M | 0.05% | 338 |
|
|
2024
Q4 | $104M | Buy |
375,105
+26,426
| +8% | +$7.3M | 0.04% | 389 |
|
|
2024
Q3 | $101M | Buy |
348,679
+17,934
| +5% | +$5.17M | 0.04% | 367 |
|
|
2024
Q2 | $84.4M | Buy |
330,745
+21,978
| +7% | +$5.61M | 0.04% | 392 |
|
|
2024
Q1 | $80M | Buy |
308,767
+4,810
| +2% | +$1.25M | 0.04% | 394 |
|
|
2023
Q4 | $68.7M | Buy |
303,957
+4,422
| +1% | +$999K | 0.04% | 403 |
|
|
2023
Q3 | $62.4M | Buy |
299,535
+16,915
| +6% | +$3.52M | 0.04% | 385 |
|
|
2023
Q2 | $54.4M | Buy |
282,620
+18,594
| +7% | +$3.58M | 0.04% | 411 |
|
|
2023
Q1 | $51.3M | Buy |
264,026
+23,772
| +10% | +$4.62M | 0.04% | 404 |
|
|
2022
Q4 | $53M | Buy |
240,254
+27,117
| +13% | +$5.98M | 0.05% | 377 |
|
|
2022
Q3 | $38.8M | Buy |
213,137
+12,271
| +6% | +$2.23M | 0.04% | 414 |
|
|
2022
Q2 | $39.5M | Buy |
200,866
+37,886
| +23% | +$7.45M | 0.04% | 401 |
|
|
2022
Q1 | $34.9M | Buy |
162,980
+15,382
| +10% | +$3.29M | 0.03% | 464 |
|
|
2021
Q4 | $28.5M | Buy |
147,598
+29,609
| +25% | +$5.72M | 0.02% | 535 |
|
|
2021
Q3 | $20.5M | Buy |
117,989
+22,306
| +23% | +$3.87M | 0.02% | 617 |
|
|
2021
Q2 | $15.2M | Sell |
95,683
-3,580
| -4% | -$569K | 0.02% | 699 |
|
|
2021
Q1 | $15.7M | Buy |
99,263
+9,289
| +10% | +$1.47M | 0.02% | 628 |
|
|
2020
Q4 | $13.8M | Buy |
89,974
+23,324
| +35% | +$3.59M | 0.02% | 603 |
|
|
2020
Q3 | $7.74M | Buy |
66,650
+3,835
| +6% | +$445K | 0.01% | 745 |
|
|
2020
Q2 | $7.95M | Buy |
62,815
+1,809
| +3% | +$229K | 0.01% | 672 |
|
|
2020
Q1 | $6.81M | Buy |
61,006
+5,424
| +10% | +$606K | 0.01% | 631 |
|
|
2019
Q4 | $8.65M | Buy |
55,582
+2,070
| +4% | +$322K | 0.02% | 629 |
|
|
2019
Q3 | $8.64M | Sell |
53,512
-2,052
| -4% | -$331K | 0.02% | 581 |
|
|
2019
Q2 | $8.18M | Sell |
55,564
-562
| -1% | -$82.8K | 0.02% | 587 |
|
|
2019
Q1 | $7.86M | Sell |
56,126
-1,910
| -3% | -$268K | 0.02% | 586 |
|
|
2018
Q4 | $7.5M | Sell |
58,036
-2,062
| -3% | -$266K | 0.02% | 547 |
|
|
2018
Q3 | $8.03M | Sell |
60,098
-6,845
| -10% | -$915K | 0.02% | 570 |
|
|
2018
Q2 | $8.5M | Sell |
66,943
-1,065
| -2% | -$135K | 0.02% | 511 |
|
|
2018
Q1 | $9.3M | Sell |
68,008
-5,924
| -8% | -$810K | 0.03% | 474 |
|
|
2017
Q4 | $10.8M | Buy |
73,932
+1,576
| +2% | +$230K | 0.03% | 400 |
|
|
2017
Q3 | $10.3M | Sell |
72,356
-805
| -1% | -$115K | 0.04% | 371 |
|
|
2017
Q2 | $10.6M | Buy |
73,161
+30,211
| +70% | +$4.39M | 0.04% | 343 |
|
|
2017
Q1 | $5.85M | Sell |
42,950
-6,757
| -14% | -$921K | 0.04% | 379 |
|
|
2016
Q4 | $6.55M | Buy |
49,707
+8,988
| +22% | +$1.18M | 0.05% | 333 |
|
|
2016
Q3 | $5.01M | Buy |
40,719
+6,103
| +18% | +$751K | 0.05% | 379 |
|
|
2016
Q2 | $4.48M | Sell |
34,616
-31,578
| -48% | -$4.08M | 0.04% | 417 |
|
|
2016
Q1 | $7.81M | Buy |
66,194
+37,606
| +132% | +$4.44M | 0.02% | 525 |
|
|
2015
Q4 | $3.29M | Buy |
28,588
+6,333
| +28% | +$728K | 0.01% | 904 |
|
|
2015
Q3 | $2.32M | Buy |
22,255
+3,100
| +16% | +$323K | 0.01% | 776 |
|
|
2015
Q2 | $1.98M | Buy |
19,155
+44
| +0.2% | +$4.55K | 0.01% | 913 |
|
|
2015
Q1 | $2.12M | Sell |
19,111
-8,893
| -32% | -$987K | 0.01% | 880 |
|
|
2014
Q4 | $3.22M | Buy |
28,004
+5,734
| +26% | +$659K | 0.02% | 665 |
|
|
2014
Q3 | $2.31M | Sell |
22,270
-1,312
| -6% | -$136K | 0.01% | 789 |
|
|
2014
Q2 | $2.45M | Buy |
23,582
+4,040
| +21% | +$419K | 0.01% | 772 |
|
|
2014
Q1 | $1.94M | Sell |
19,542
-2,814
| -13% | -$279K | 0.01% | 860 |
|
|
2013
Q4 | $2.32M | Buy |
22,356
+725
| +3% | +$75.1K | 0.01% | 747 |
|
|
2013
Q3 | $2.04M | Buy |
21,631
+2,073
| +11% | +$196K | 0.01% | 776 |
|
|
2013
Q2 | $1.75M | Buy |
+19,558
| New | +$1.75M | 0.01% | 788 |
|