McLean Asset Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
1,059
+29
| +3% | +$8.12K | 0.08% | 124 |
|
|
2025
Q1 | $283K | Sell |
1,030
-89
| -8% | -$24.5K | 0.09% | 116 |
|
|
2024
Q4 | $309K | Buy |
1,119
+111
| +11% | +$30.7K | 0.09% | 113 |
|
|
2024
Q3 | $293K | Buy |
1,008
+1
| +0.1% | +$291 | 0.09% | 115 |
|
|
2024
Q2 | $258K | Sell |
1,007
-25
| -2% | -$6.41K | 0.08% | 124 |
|
|
2024
Q1 | $256K | Buy |
1,032
+8
| +0.8% | +$1.98K | 0.09% | 126 |
|
|
2023
Q4 | $233K | Hold |
1,024
| – | – | 0.09% | 126 |
|
|
2023
Q3 | $215K | Buy |
+1,024
| New | +$215K | 0.09% | 123 |
|
|
2023
Q1 | – | Sell |
-1,007
| Closed | -$222K | – | 130 |
|
|
2022
Q4 | $222K | Sell |
1,007
-88
| -8% | -$19.4K | 0.08% | 125 |
|
|
2022
Q3 | $202K | Hold |
1,095
| – | – | 0.08% | 125 |
|
|
2022
Q2 | $212K | Buy |
1,095
+4
| +0.4% | +$774 | 0.08% | 118 |
|
|
2022
Q1 | $233K | Buy |
1,091
+19
| +2% | +$4.06K | 0.17% | 109 |
|
|
2021
Q4 | $212K | Buy |
+1,072
| New | +$212K | 0.08% | 125 |
|