SAG
SageView Advisory Group’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
+2,244
| New | +$597K | 0.02% | 334 |
|
|
2024
Q3 | – | Sell |
-1,488
| Closed | -$380K | – | 517 |
|
|
2024
Q2 | $380K | Buy |
+1,488
| New | +$380K | 0.02% | 386 |
|
|
2024
Q1 | – | Sell |
-1,870
| Closed | -$455K | – | 547 |
|
|
2023
Q4 | $455K | Buy |
+1,870
| New | +$455K | 0.02% | 410 |
|
|
2023
Q3 | – | Sell |
-1,957
| Closed | -$377K | – | 526 |
|
|
2023
Q2 | $377K | Buy |
1,957
+67
| +4% | +$12.9K | 0.02% | 401 |
|
|
2023
Q1 | $367K | Buy |
+1,890
| New | +$367K | 0.02% | 356 |
|