Patrick M. Sweeney & Associates’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
2,174
+55
+3% +$15.6K 0.42% 61
2025
Q1
$640K Buy
2,119
+20
+1% +$6.04K 0.48% 50
2024
Q4
$580K Buy
2,099
+100
+5% +$27.6K 0.43% 60
2024
Q3
$576K Buy
1,999
+190
+11% +$54.8K 0.42% 64
2024
Q2
$462K Buy
1,809
+95
+6% +$24.2K 0.37% 70
2024
Q1
$444K Buy
1,714
+36
+2% +$9.33K 0.37% 70
2023
Q4
$379K Buy
+1,678
New +$379K 0.35% 76