Rothschild Investment LLC’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Sell
1,887
-84
-4% -$24.3K 0.03% 322
2025
Q1
$595K Buy
1,971
+34
+2% +$10.3K 0.04% 300
2024
Q4
$535K Sell
1,937
-28
-1% -$7.74K 0.04% 329
2024
Q3
$567K Buy
1,965
+204
+12% +$58.8K 0.04% 323
2024
Q2
$449K Buy
1,761
+625
+55% +$159K 0.03% 349
2024
Q1
$294K Buy
1,136
+19
+2% +$4.92K 0.02% 407
2023
Q4
$252K Buy
1,117
+136
+14% +$30.7K 0.02% 377
2023
Q3
$204K Buy
+981
New +$204K 0.02% 439