Ritholtz Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Buy |
8,838
+1,047
| +13% | +$303K | 0.06% | 234 |
|
|
2025
Q1 | $2.35M | Buy |
7,791
+426
| +6% | +$129K | 0.07% | 213 |
|
|
2024
Q4 | $2.04M | Buy |
7,365
+236
| +3% | +$65.2K | 0.06% | 232 |
|
|
2024
Q3 | $2.06M | Sell |
7,129
-416
| -6% | -$120K | 0.06% | 227 |
|
|
2024
Q2 | $1.92M | Buy |
7,545
+162
| +2% | +$41.3K | 0.06% | 207 |
|
|
2024
Q1 | $1.91M | Buy |
7,383
+2,174
| +42% | +$563K | 0.07% | 205 |
|
|
2023
Q4 | $1.18M | Buy |
5,209
+420
| +9% | +$94.9K | 0.05% | 275 |
|
|
2023
Q3 | $997K | Buy |
4,789
+987
| +26% | +$205K | 0.04% | 282 |
|
|
2023
Q2 | $732K | Sell |
3,802
-403
| -10% | -$77.6K | 0.03% | 344 |
|
|
2023
Q1 | $816K | Sell |
4,205
-107
| -2% | -$20.8K | 0.04% | 311 |
|
|
2022
Q4 | $951K | Sell |
4,312
-3,067
| -42% | -$677K | 0.05% | 243 |
|
|
2022
Q3 | $1.34M | Buy |
7,379
+3,427
| +87% | +$623K | 0.07% | 194 |
|
|
2022
Q2 | $777K | Buy |
3,952
+595
| +18% | +$117K | 0.05% | 233 |
|
|
2022
Q1 | $718K | Buy |
3,357
+977
| +41% | +$209K | 0.05% | 242 |
|
|
2021
Q4 | $460K | Buy |
2,380
+275
| +13% | +$53.2K | 0.03% | 321 |
|
|
2021
Q3 | $365K | Buy |
2,105
+232
| +12% | +$40.2K | 0.03% | 334 |
|
|
2021
Q2 | $298K | Buy |
1,873
+209
| +13% | +$33.3K | 0.02% | 367 |
|
|
2021
Q1 | $263K | Buy |
1,664
+305
| +22% | +$48.2K | 0.02% | 343 |
|
|
2020
Q4 | $209K | Buy |
+1,359
| New | +$209K | 0.02% | 334 |
|