Obermeyer Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Sell |
83,565
-268
| -0.3% | -$77.6K | 1.21% | 32 |
|
|
2025
Q1 | $25.3M | Sell |
83,833
-3,501
| -4% | -$1.06M | 1.35% | 29 |
|
|
2024
Q4 | $24.1M | Sell |
87,334
-832
| -0.9% | -$230K | 1.26% | 30 |
|
|
2024
Q3 | $25.4M | Buy |
88,166
+78,496
| +812% | +$22.6M | 1.36% | 26 |
|
|
2024
Q2 | $2.47M | Hold |
9,670
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $2.51M | Buy |
9,670
+5,195
| +116% | +$1.35M | 0.15% | 58 |
|
|
2023
Q4 | $1.01M | Hold |
4,475
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $932K | Hold |
4,475
| – | – | 0.07% | 71 |
|
|
2023
Q2 | $862K | Hold |
4,475
| – | – | 0.06% | 80 |
|
|
2023
Q1 | $869K | Sell |
4,475
-25
| -0.6% | -$4.86K | 0.06% | 75 |
|
|
2022
Q4 | $993K | Hold |
4,500
| – | – | 0.08% | 72 |
|
|
2022
Q3 | $818K | Hold |
4,500
| – | – | 0.07% | 73 |
|
|
2022
Q2 | $885K | Hold |
4,500
| – | – | 0.07% | 73 |
|
|
2022
Q1 | $963K | Hold |
4,500
| – | – | 0.06% | 75 |
|
|
2021
Q4 | $870K | Buy |
4,500
+31
| +0.7% | +$5.99K | 0.05% | 84 |
|
|
2021
Q3 | $775K | Hold |
4,469
| – | – | 0.04% | 90 |
|
|
2021
Q2 | $710K | Hold |
4,469
| – | – | 0.04% | 104 |
|
|
2021
Q1 | $706K | Buy |
+4,469
| New | +$706K | 0.04% | 100 |
|