Montag & Associates’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.26M | Hold |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $893K | Hold |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $763K | Hold |
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|
2023
Q1 | $769K | Hold |
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|
2022
Q4 | $873K | Buy |
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|
2022
Q3 | $719K | Hold |
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|
2022
Q2 | $777K | Hold |
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|
2022
Q1 | $844K | Hold |
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|
2021
Q4 | $763K | Hold |
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|
2021
Q3 | $684K | Hold |
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|
2021
Q2 | $627K | Hold |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $596K | Sell |
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|
2020
Q3 | $536K | Hold |
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|
2020
Q2 | $585K | Sell |
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|
2020
Q1 | $597K | Sell |
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|
2019
Q4 | $913K | Hold |
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|
2019
Q3 | $947K | Hold |
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|
2019
Q2 | $864K | Buy |
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|
2019
Q1 | $819K | Sell |
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|
2018
Q4 | $771K | Sell |
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|
2018
Q3 | $857K | Buy |
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|
2018
Q2 | $795K | Hold |
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|
2018
Q1 | $856K | Sell |
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|
2017
Q4 | $2.16M | Sell |
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|
2017
Q3 | $2.81M | Sell |
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|
2017
Q2 | $3.34M | Sell |
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|
2017
Q1 | $3.69M | Sell |
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|
2016
Q4 | $3.71M | Sell |
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|
2016
Q3 | $3.68M | Sell |
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|
2016
Q2 | $4.05M | Buy |
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|
2016
Q1 | $363K | Buy |
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