SWA
CB icon

Sax Wealth Advisors’s Chubb CB Stock Holding History

Sax Wealth Advisors’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 		$342K Buy
1,179
+505
+75% +$146K 0.02% 317
2025
Q1 		$204K Buy
+674
New +$204K 0.01% 350