Means Investment Company’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
2,298
+1
+0% +$290 0.06% 108
2025
Q1
$694K Sell
2,297
-4
-0.2% -$1.21K 0.07% 107
2024
Q4
$636K Buy
2,301
+1
+0% +$276 0.07% 114
2024
Q3
$663K Buy
2,300
+1
+0% +$288 0.07% 113
2024
Q2
$586K Sell
2,299
-50
-2% -$12.8K 0.07% 116
2024
Q1
$609K Buy
2,349
+1,007
+75% +$261K 0.08% 119
2023
Q4
$303K Sell
1,342
-81
-6% -$18.3K 0.04% 160
2023
Q3
$296K Buy
1,423
+2
+0.1% +$416 0.05% 161
2023
Q2
$274K Buy
1,421
+10
+0.7% +$1.93K 0.04% 167
2023
Q1
$274K Buy
1,411
+1
+0.1% +$194 0.05% 168
2022
Q4
$311K Sell
1,410
-28
-2% -$6.18K 0.06% 151
2022
Q3
$262K Buy
1,438
+64
+5% +$11.7K 0.06% 162
2022
Q2
$270K Buy
1,374
+1
+0.1% +$197 0.06% 161
2022
Q1
$294K Buy
1,373
+2
+0.1% +$428 0.05% 154
2021
Q4
$265K Buy
1,371
+2
+0.1% +$387 0.05% 163
2021
Q3
$238K Buy
1,369
+1
+0.1% +$174 0.05% 164
2021
Q2
$217K Buy
1,368
+2
+0.1% +$317 0.04% 177
2021
Q1
$216K Hold
1,366
0.05% 164
2020
Q4
$227K Buy
+1,366
New +$227K 0.05% 163
2020
Q1
Sell
-1,371
Closed -$211K 140
2019
Q4
$211K Buy
1,371
+1
+0.1% +$154 0.07% 137
2019
Q3
$202K Buy
+1,370
New +$202K 0.08% 133