Marcum Wealth’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $962K | Buy |
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|
2024
Q1 | $968K | Buy |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $774K | Sell |
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|
2023
Q2 | $741K | Buy |
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|
2023
Q1 | $717K | Sell |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $718K | Buy |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $560K | Buy |
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