Obermeyer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.3M | Sell |
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|
2025
Q2 | $24.2M | Sell |
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|
2025
Q1 | $25.3M | Sell |
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|
2024
Q4 | $24.1M | Sell |
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|
2024
Q3 | $25.4M | Buy |
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|
2024
Q2 | $2.47M | Hold |
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|
2024
Q1 | $2.51M | Buy |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $932K | Hold |
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|
2023
Q2 | $862K | Hold |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $993K | Hold |
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|
2022
Q3 | $818K | Hold |
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|
2022
Q2 | $885K | Hold |
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|
2022
Q1 | $963K | Hold |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $775K | Hold |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $706K | Buy |
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