Marshall & Sterling Wealth Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.1K Buy
173
+1
+0.6% +$289 0.03% 161
2025
Q1
$52K Buy
172
+6
+4% +$1.82K 0.04% 152
2024
Q4
$45.8K Buy
+166
New +$45.8K 0.03% 133