Resonant Capital Advisors’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
$635K Buy
2025
Q2
$572K Buy
2025
Q1
$560K Buy
2024
Q4
$465K Buy
2024
Q3
$470K Buy
2024
Q2
$383K Buy
2024
Q1
$347K Buy
2023
Q4
$270K Sell
2023
Q3
$251K Buy
2023
Q2
$228K Sell
2023
Q1
$266K Buy
2022
Q4
$298K Buy
2022
Q3
$229K Buy
2022
Q2
$239K Sell
2022
Q1
$266K Buy