MYCIO Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $310M | Sell |
950,425
-32,139
| -3% | -$10.3M | 61.74% | 1 |
|
|
2025
Q4 | $307M | Buy |
982,564
+53,710
| +6% | +$15.7M | 63.5% | 1 |
|
|
2025
Q3 | $262M | Sell |
928,854
-364
| -0% | -$100K | 60.65% | 1 |
|
|
2025
Q2 | $269M | Buy |
929,218
+41,095
| +5% | +$11.8M | 62.2% | 1 |
|
|
2025
Q1 | $268M | Sell |
888,123
-51,456
| -5% | -$14.3M | 63.26% | 1 |
|
|
2024
Q4 | $260M | Sell |
939,579
-4,261
| -0.5% | -$1.21M | 62.22% | 1 |
|
|
2024
Q3 | $272M | Sell |
943,840
-9,129
| -1% | -$2.5M | 62.43% | 1 |
|
|
2024
Q2 | $243M | Sell |
952,969
-695
| -0.1% | -$178K | 62.09% | 1 |
|
|
2024
Q1 | $247M | Buy |
953,664
+2,572
| +0.3% | +$632K | 62.29% | 1 |
|
|
2023
Q4 | $215M | Sell |
951,092
-27,458
| -3% | -$6M | 60.38% | 1 |
|
|
2023
Q3 | $204M | Buy |
978,550
+3,031
| +0.3% | +$613K | 60.89% | 1 |
|
|
2023
Q2 | $188M | Buy |
975,519
+169,037
| +21% | +$33.1M | 58.99% | 1 |
|
|
2023
Q1 | $157M | Buy |
806,482
+1,938
| +0.2% | +$407K | 54.99% | 1 |
|
|
2022
Q4 | $177M | Sell |
804,544
-14,606
| -2% | -$3.04M | 58.13% | 1 |
|
|
2022
Q3 | $149M | Sell |
819,150
-36,027
| -4% | -$6.84M | 58.11% | 1 |
|
|
2022
Q2 | $168M | Sell |
855,177
-52,260
| -6% | -$10.8M | 62.12% | 1 |
|
|
2022
Q1 | $194M | Sell |
907,437
-40,924
| -4% | -$8.32M | 61.78% | 1 |
|
|
2021
Q4 | $183M | Sell |
948,361
-15,490
| -2% | -$2.91M | 60.6% | 1 |
|
|
2021
Q3 | $167M | Sell |
963,851
-38,294
| -4% | -$6.71M | 61.45% | 1 |
|
|
2021
Q2 | $159M | Buy |
1,002,145
+37,544
| +4% | +$6.22M | 64.77% | 1 |
|
|
2021
Q1 | $152M | Buy |
964,601
+109,600
| +13% | +$17.7M | 67.94% | 1 |
|
|
2020
Q4 | $132M | Sell |
855,001
-45,347
| -5% | -$6.36M | 71.62% | 1 |
|
|
2020
Q3 | $105M | Hold |
900,348
| – | – | 71.66% | 1 |
|
|
2020
Q2 | $114M | Sell |
900,348
-216,606
| -19% | -$25.1M | 78.88% | 1 |
|
|
2020
Q1 | $125M | Buy |
1,116,954
+32,262
| +3% | +$4.63M | 83.99% | 1 |
|
|
2019
Q4 | $169M | Buy |
1,084,692
+1,365
| +0.1% | +$209K | 11.02% | 1 |
|
|
2019
Q3 | $175M | Buy |
1,083,327
+153,994
| +17% | +$23.8M | 12.98% | 1 |
|
|
2019
Q2 | $137M | Sell |
929,333
-113,018
| -11% | -$16.3M | 10.75% | 1 |
|
|
2019
Q1 | $146M | Sell |
1,042,351
-5,734
| -0.5% | -$763K | 12.08% | 1 |
|
|
2018
Q4 | $135M | Sell |
1,048,085
-1,851
| -0.2% | -$239K | 12.59% | 1 |
|
|
2018
Q3 | $140M | Buy |
1,049,936
+10,806
| +1% | +$1.46M | 13.61% | 1 |
|
|
2018
Q2 | $132M | Buy |
1,039,130
+23,321
| +2% | +$3.1M | 13.64% | 1 |
|
|
2018
Q1 | $139M | Sell |
1,015,809
-42,062
| -4% | -$6.09M | 15.67% | 1 |
|
|
2017
Q4 | $155M | Sell |
1,057,871
-21,980
| -2% | -$3.28M | 16.69% | 1 |
|
|
2017
Q3 | $154M | Buy |
1,079,851
+87,384
| +9% | +$12.6M | 17.53% | 1 |
|
|
2017
Q2 | $144M | Buy |
992,467
+44,192
| +5% | +$6.22M | 16.92% | 1 |
|
|
2017
Q1 | $129M | Buy |
948,275
+59,485
| +7% | +$8M | 15.85% | 1 |
|
|
2016
Q4 | $117M | Buy |
888,790
+114,877
| +15% | +$14.6M | 15.73% | 1 |
|
|
2016
Q3 | $97.2M | Buy |
773,913
+11,645
| +2% | +$1.48M | 16.04% | 1 |
|
|
2016
Q2 | $99.6M | Buy |
762,268
+30,273
| +4% | +$3.73M | 17.07% | 1 |
|
|
2016
Q1 | $87.2M | Buy |
731,995
+36,010
| +5% | +$4.14M | 15.49% | 1 |
|
|
2015
Q4 | $81.3M | Buy |
695,985
+8,069
| +1% | +$913K | 14.51% | 1 |
|
|
2015
Q3 | $71.1M | Sell |
687,916
-50,483
| -7% | -$5.28M | 14.56% | 1 |
|
|
2015
Q2 | $75.1M | Buy |
738,399
+45,162
| +7% | +$4.86M | 14.59% | 1 |
|
|
2015
Q1 | $77.3M | Buy |
693,237
+20,192
| +3% | +$2.27M | 15.73% | 1 |
|
|
2014
Q4 | $77.3M | Sell |
673,045
-13,469
| -2% | -$1.49M | 16.33% | 1 |
|
|
2014
Q3 | $72M | Sell |
686,514
-6,081
| -0.9% | -$634K | 16.86% | 1 |
|
|
2014
Q2 | $71.8M | Buy |
692,595
+56,539
| +9% | +$5.79M | 16.3% | 1 |
|
|
2014
Q1 | $63M | Buy |
636,056
+26,113
| +4% | +$2.53M | 15.37% | 1 |
|
|
2013
Q4 | $63.1M | Sell |
609,943
-8,184
| -1% | -$804K | 15.69% | 1 |
|
|
2013
Q3 | $57.8M | Sell |
618,127
-5,123
| -0.8% | -$468K | 15.73% | 1 |
|
|
2013
Q2 | $55.8M | Buy |
+623,250
| New | +$55.8M | 15.44% | 1 |
|
Other funds holding CB
VCM
VPM
