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Moss Adams Wealth Advisors’s Chubb CB Stock Holding History

Moss Adams Wealth Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$386K Buy
1,327
+225
+20% +$65.4K 0.04% 160
2025
Q1 		$334K Buy
1,102
+160
+17% +$48.5K 0.04% 157
2024
Q4 		$261K Buy
942
+96
+11% +$26.6K 0.03% 162
2024
Q3 		$245K Buy
+846
New +$245K 0.03% 171