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Occidental Asset Management’s Chubb CB Stock Holding History

Occidental Asset Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.93M Sell
12,057
-3,199
-21% -$1.03M 0.47% 62
2025
Q4 		$4.76M Buy
15,256
+700
+5% +$205K 0.57% 54
2025
Q3 		$4.11M Buy
14,556
+807
+6% +$222K 0.52% 61
2025
Q2 		$3.98M Buy
13,749
+357
+3% +$103K 0.55% 56
2025
Q1 		$4.04M Buy
13,392
+1,031
+8% +$286K 0.61% 50
2024
Q4 		$3.42M Buy
12,361
+1,019
+9% +$289K 0.53% 58
2024
Q3 		$3.27M Buy
11,342
+620
+6% +$170K 0.53% 53
2024
Q2 		$2.73M Buy
10,722
+586
+6% +$150K 0.48% 58
2024
Q1 		$2.63M Buy
10,136
+1,661
+20% +$408K 0.49% 64
2023
Q4 		$1.92M Buy
8,475
+1,122
+15% +$245K 0.4% 76
2023
Q3 		$1.53M Buy
7,353
+881
+14% +$178K 0.35% 77
2023
Q2 		$1.25M Buy
+6,472
New +$1.27M 0.28% 96

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