Relyea Zuckerberg Hanson’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 | $1.45M | Buy |
4,454
+263
| +6% | +$84.4K | 0.15% | 83 |
|
|
2025
Q4 | $1.31M | Hold |
4,191
| – | – | 0.13% | 90 |
|
|
2025
Q3 | $1.18M | Sell |
4,191
-73
| -2% | -$20.1K | 0.12% | 92 |
|
|
2025
Q2 | $1.24M | Sell |
4,264
-125
| -3% | -$36K | 0.14% | 89 |
|
|
2025
Q1 | $1.33M | Sell |
4,389
-49
| -1% | -$13.6K | 0.18% | 78 |
|
|
2024
Q4 | $1.23M | Sell |
4,438
-9
| -0.2% | -$2.56K | 0.16% | 82 |
|
|
2024
Q3 | $1.28M | Sell |
4,447
-390
| -8% | -$107K | 0.2% | 73 |
|
|
2024
Q2 | $1.23M | Sell |
4,837
-86
| -2% | -$22.1K | 0.21% | 70 |
|
|
2024
Q1 | $1.28M | Buy |
4,923
+37
| +0.8% | +$9.1K | 0.22% | 62 |
|
|
2023
Q4 | $1.1M | Buy |
4,886
+8
| +0.2% | +$1.75K | 0.22% | 69 |
|
|
2023
Q3 | $1.02M | Buy |
4,878
+82
| +2% | +$16.6K | 0.23% | 63 |
|
|
2023
Q2 | $924K | Sell |
4,796
-174
| -4% | -$34.1K | 0.21% | 71 |
|
|
2023
Q1 | $965K | Buy |
4,970
+116
| +2% | +$24.4K | 0.24% | 65 |
|
|
2022
Q4 | $1.07M | Buy |
4,854
+305
| +7% | +$63.5K | 0.31% | 53 |
|
|
2022
Q3 | $827K | Hold |
4,549
| – | – | 0.3% | 46 |
|
|
2022
Q2 | $894K | Buy |
4,549
+7
| +0.2% | +$1.44K | 0.33% | 47 |
|
|
2022
Q1 | $967K | Buy |
4,542
+13
| +0.3% | +$2.64K | 0.32% | 50 |
|
|
2021
Q4 | $870K | Buy |
4,529
+80
| +2% | +$15K | 0.32% | 60 |
|
|
2021
Q3 | $772K | Buy |
4,449
+166
| +4% | +$29.1K | 0.3% | 54 |
|
|
2021
Q2 | $681K | Sell |
4,283
-244
| -5% | -$40.4K | 0.28% | 61 |
|
|
2021
Q1 | $754K | Sell |
4,527
-15
| -0.3% | -$2.42K | 0.33% | 49 |
|
|
2020
Q4 | $699K | Sell |
4,542
-352
| -7% | -$49.3K | 0.38% | 45 |
|
|
2020
Q3 | $588K | Hold |
4,894
| – | – | 0.38% | 53 |
|
|
2020
Q2 | $620K | Sell |
4,894
-136
| -3% | -$15.8K | 0.49% | 42 |
|
|
2020
Q1 | $562K | Buy |
5,030
+95
| +2% | +$13.6K | 0.62% | 39 |
|
|
2019
Q4 | $768K | Buy |
+4,935
| New | +$755K | 0.74% | 33 |
|
Other funds holding CB
VCM
VPM
