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Sagespring Wealth Partners’s Chubb CB Stock Holding History

Sagespring Wealth Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.4M Buy
11,738
+481
+4% +$139K 0.07% 132
2025
Q1 		$3.4M Buy
11,257
+660
+6% +$199K 0.09% 114
2024
Q4 		$2.93M Buy
+10,597
New +$2.93M 0.08% 113