Moisand Fitzgerald Tamayo’s Chubb CB Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17K	Buy	+50	New	+$16.3K	﹤0.01%	305
2022 Q3	–	Sell	-4	Closed	-$1K	–	722
2022 Q2	$1K	Sell	4 -4	-50%	-$824	﹤0.01%	481
2022 Q1	$2K	Buy	+8	New	+$1.63K	﹤0.01%	369
2021 Q1	–	Sell	-7	Closed	-$1K	–	361
2020 Q4	$1K	Buy	+7	New	+$981	﹤0.01%	323
2020 Q1	–	Sell	-100	Closed	-$16K	–	259
2019 Q4	$16K	Hold	100	–	–	0.01%	173
2019 Q3	$16K	Hold	100	–	–	0.01%	168
2019 Q2	$15K	Hold	100	–	–	0.01%	172
2019 Q1	$14K	Hold	100	–	–	0.01%	179
2018 Q4	$13K	Hold	100	–	–	0.01%	178
2018 Q3	$13K	Hold	100	–	–	0.01%	197
2018 Q2	$13K	Hold	100	–	–	0.01%	182
2018 Q1	$14K	Hold	100	–	–	0.01%	188
2017 Q4	$15K	Hold	100	–	–	0.01%	172
2017 Q3	$14K	Buy	+100	New	+$14.5K	0.01%	189

Other funds holding CB

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return