Moneta Group Investment 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 | $3.51M | Buy |
12,113
+640
| +6% | +$185K | 0.04% | 163 |
|
|
2025
Q1 | $3.46M | Sell |
11,473
-1
| -0% | -$302 | 0.05% | 159 |
|
|
2024
Q4 | $3.17M | Buy |
11,474
+1,193
| +12% | +$330K | 0.04% | 161 |
|
|
2024
Q3 | $2.96M | Buy |
10,281
+239
| +2% | +$68.9K | 0.04% | 161 |
|
|
2024
Q2 | $2.56M | Buy |
10,042
+396
| +4% | +$101K | 0.04% | 168 |
|
|
2024
Q1 | $2.5M | Buy |
9,646
+623
| +7% | +$161K | 0.04% | 172 |
|
|
2023
Q4 | $2.04M | Buy |
9,023
+107
| +1% | +$24.2K | 0.04% | 168 |
|
|
2023
Q3 | $1.86M | Buy |
8,916
+276
| +3% | +$57.5K | 0.04% | 169 |
|
|
2023
Q2 | $1.66M | Sell |
8,640
-60
| -0.7% | -$11.6K | 0.04% | 182 |
|
|
2023
Q1 | $1.69M | Buy |
8,700
+148
| +2% | +$28.7K | 0.04% | 177 |
|
|
2022
Q4 | $1.95M | Buy |
8,552
+492
| +6% | +$112K | 0.05% | 145 |
|
|
2022
Q3 | $1.47M | Buy |
8,060
+323
| +4% | +$58.7K | 0.06% | 156 |
|
|
2022
Q2 | $1.52M | Sell |
7,737
-215
| -3% | -$42.3K | 0.05% | 164 |
|
|
2022
Q1 | $1.7M | Buy |
7,952
+68
| +0.9% | +$14.5K | 0.07% | 151 |
|
|
2021
Q4 | $1.52M | Buy |
7,884
+39
| +0.5% | +$7.54K | 0.06% | 159 |
|
|
2021
Q3 | $1.36M | Sell |
7,845
-246
| -3% | -$42.7K | 0.06% | 156 |
|
|
2021
Q2 | $1.29M | Buy |
8,091
+830
| +11% | +$132K | 0.06% | 170 |
|
|
2021
Q1 | $1.15M | Buy |
7,261
+88
| +1% | +$13.9K | 0.06% | 161 |
|
|
2020
Q4 | $1.1M | Sell |
7,173
-26
| -0.4% | -$4K | 0.08% | 137 |
|
|
2020
Q3 | $836K | Sell |
7,199
-35
| -0.5% | -$4.06K | 0.07% | 132 |
|
|
2020
Q2 | $916K | Hold |
7,234
| – | – | 0.09% | 118 |
|
|
2020
Q1 | $808K | Hold |
7,234
| – | – | 0.08% | 121 |
|
|
2019
Q4 | $1.13M | Sell |
7,234
-100
| -1% | -$15.6K | 0.09% | 111 |
|
|
2019
Q3 | $1.18M | Buy |
7,334
+144
| +2% | +$23.2K | 0.11% | 112 |
|
|
2019
Q2 | $1.06M | Buy |
7,190
+6,812
| +1,802% | +$1M | 0.1% | 111 |
|
|
2019
Q1 | $53K | Buy |
+378
| New | +$53K | 0.01% | 228 |
|
|
2018
Q3 | – | Sell |
-7,241
| Closed | -$920K | – | 251 |
|
|
2018
Q2 | $920K | Buy |
7,241
+3,387
| +88% | +$430K | 0.1% | 117 |
|
|
2018
Q1 | $527K | Sell |
3,854
-1,641
| -30% | -$224K | 0.07% | 118 |
|
|
2017
Q4 | $803K | Sell |
5,495
-28
| -0.5% | -$4.09K | 0.12% | 88 |
|
|
2017
Q3 | $787K | Buy |
+5,523
| New | +$787K | 0.12% | 84 |
|
|
2017
Q1 | – | Sell |
-1,551
| Closed | -$205K | – | 163 |
|
|
2016
Q4 | $205K | Buy |
+1,551
| New | +$205K | 0.04% | 165 |
|
|
2016
Q1 | – | Sell |
-2,050
| Closed | -$272K | – | 166 |
|
|
2015
Q4 | $272K | Buy |
+2,050
| New | +$272K | 0.07% | 110 |
|