RWA Wealth Partners’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 | $22.5M | Buy |
68,891
+756
| +1% | +$243K | 0.25% | 59 |
|
|
2025
Q4 | $21.3M | Sell |
68,135
-399
| -0.6% | -$117K | 0.23% | 64 |
|
|
2025
Q3 | $19.3M | Buy |
68,534
+857
| +1% | +$236K | 0.22% | 64 |
|
|
2025
Q2 | $19.6M | Sell |
67,677
-48
| -0.1% | -$13.8K | 0.25% | 59 |
|
|
2025
Q1 | $20.5M | Sell |
67,725
-1,134
| -2% | -$315K | 0.26% | 61 |
|
|
2024
Q4 | $19M | Buy |
68,859
+51,545
| +298% | +$14.6M | 0.23% | 64 |
|
|
2024
Q3 | $4.99M | Buy |
17,314
+2,826
| +20% | +$775K | 0.06% | 152 |
|
|
2024
Q2 | $3.7M | Buy |
14,488
+1,004
| +7% | +$258K | 0.05% | 170 |
|
|
2024
Q1 | $3.49M | Sell |
13,484
-139
| -1% | -$34.2K | 0.05% | 182 |
|
|
2023
Q4 | $3.08M | Buy |
13,623
+11,550
| +557% | +$2.53M | 0.04% | 182 |
|
|
2023
Q3 | $432K | Buy |
+2,073
| New | +$419K | 0.01% | 285 |
|
|
2023
Q2 | – | Sell |
-1,725
| Closed | -$335K | – | 332 |
|
|
2023
Q1 | $335K | Buy |
1,725
+693
| +67% | +$146K | 0.01% | 205 |
|
|
2022
Q4 | $232K | Buy |
+1,032
| New | +$215K | 0.01% | 239 |
|
|
2022
Q3 | – | Sell |
-1,032
| Closed | -$203K | – | 246 |
|
|
2022
Q2 | $203K | Buy |
1,032
+2
| +0.2% | +$412 | 0.01% | 231 |
|
|
2022
Q1 | $220K | Sell |
1,030
-11
| -1% | -$2.23K | 0.01% | 239 |
|
|
2021
Q4 | $201K | Buy |
+1,041
| New | +$196K | 0.01% | 242 |
|
|
2020
Q1 | – | Sell |
-1,720
| Closed | -$268K | – | 204 |
|
|
2019
Q4 | $268K | Hold |
1,720
| – | – | 0.03% | 205 |
|
|
2019
Q3 | $278K | Buy |
+1,720
| New | +$266K | 0.03% | 202 |
|
|
2018
Q3 | – | Sell |
-1,238
| Closed | -$157K | – | 302 |
|
|
2018
Q2 | $157K | Buy |
1,238
+211
| +21% | +$28K | 0.02% | 257 |
|
|
2018
Q1 | $140K | Buy |
+1,027
| New | +$149K | 0.02% | 229 |
|
|
2017
Q3 | – | Sell |
-1,936
| Closed | -$281K | – | 239 |
|
|
2017
Q2 | $281K | Hold |
1,936
| – | – | 0.03% | 163 |
|
|
2017
Q1 | $264K | Buy |
+1,936
| New | +$260K | 0.03% | 163 |
|
Other funds holding CB
VCM
VPM
