Modera Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Buy |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $473K | Buy |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $264K | Sell |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $783K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $200K | Buy |
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