Sawyer & Company’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
1,570
| – | – | 0.17% | 74 |
|
|
2025
Q1 | $474K | Sell |
1,570
-69
| -4% | -$20.8K | 0.19% | 74 |
|
|
2024
Q4 | $453K | Sell |
1,639
-37
| -2% | -$10.2K | 0.17% | 79 |
|
|
2024
Q3 | $483K | Sell |
1,676
-3
| -0.2% | -$865 | 0.18% | 82 |
|
|
2024
Q2 | $428K | Hold |
1,679
| – | – | 0.17% | 83 |
|
|
2024
Q1 | $435K | Sell |
1,679
-10
| -0.6% | -$2.59K | 0.17% | 84 |
|
|
2023
Q4 | $382K | Buy |
1,689
+338
| +25% | +$76.4K | 0.17% | 86 |
|
|
2023
Q3 | $281K | Buy |
1,351
+204
| +18% | +$42.4K | 0.13% | 89 |
|
|
2023
Q2 | $221K | Buy |
1,147
+602
| +110% | +$116K | 0.1% | 97 |
|
|
2023
Q1 | $107K | Buy |
545
+66
| +14% | +$13K | 0.06% | 107 |
|
|
2022
Q4 | $106K | Hold |
479
| – | – | 0.05% | 109 |
|
|
2022
Q3 | $87K | Hold |
479
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $94K | Hold |
479
| – | – | 0.05% | 112 |
|
|
2022
Q1 | $102K | Hold |
479
| – | – | 0.05% | 114 |
|
|
2021
Q4 | $93K | Hold |
479
| – | – | 0.04% | 121 |
|
|
2021
Q3 | $83K | Hold |
479
| – | – | 0.04% | 118 |
|
|
2021
Q2 | $76K | Hold |
479
| – | – | 0.04% | 119 |
|
|
2021
Q1 | $76K | Hold |
479
| – | – | 0.04% | 117 |
|
|
2020
Q4 | $74K | Hold |
479
| – | – | 0.04% | 116 |
|
|
2020
Q3 | $56K | Hold |
479
| – | – | 0.03% | 120 |
|
|
2020
Q2 | $61K | Hold |
479
| – | – | 0.04% | 123 |
|
|
2020
Q1 | $53K | Hold |
479
| – | – | 0.04% | 115 |
|
|
2019
Q4 | $75K | Hold |
479
| – | – | 0.05% | 115 |
|
|
2019
Q3 | $77K | Sell |
479
-100
| -17% | -$16.1K | 0.05% | 113 |
|
|
2019
Q2 | $85K | Hold |
579
| – | – | 0.06% | 117 |
|
|
2019
Q1 | $81K | Hold |
579
| – | – | 0.05% | 114 |
|
|
2018
Q4 | $75K | Hold |
579
| – | – | 0.06% | 113 |
|
|
2018
Q3 | $77K | Hold |
579
| – | – | 0.05% | 124 |
|
|
2018
Q2 | $74K | Sell |
579
-100
| -15% | -$12.8K | 0.05% | 126 |
|
|
2018
Q1 | $93K | Buy |
679
+200
| +42% | +$27.4K | 0.06% | 117 |
|
|
2017
Q4 | $70K | Buy |
+479
| New | +$70K | 0.05% | 120 |
|