Robertson Stephens 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 | $348K | Sell |
1,196
-41
| -3% | -$11.9K | 0.01% | 426 |
|
|
2025
Q1 | $375K | Sell |
1,237
-117
| -9% | -$35.5K | 0.01% | 404 |
|
|
2024
Q4 | $375K | Buy |
1,354
+15
| +1% | +$4.16K | 0.01% | 418 |
|
|
2024
Q3 | $387K | Buy |
1,339
+154
| +13% | +$44.6K | 0.01% | 466 |
|
|
2024
Q2 | $303K | Buy |
1,185
+114
| +11% | +$29.2K | 0.02% | 408 |
|
|
2024
Q1 | $278K | Buy |
+1,071
| New | +$278K | 0.01% | 434 |
|