Schear Investment Advisers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
6,352
-46
| -0.7% | -$13.3K | 0.91% | 38 |
|
|
2025
Q1 | $1.93M | Sell |
6,398
-604
| -9% | -$182K | 1.11% | 26 |
|
|
2024
Q4 | $1.93M | Buy |
7,002
+186
| +3% | +$51.4K | 1.03% | 26 |
|
|
2024
Q3 | $1.97M | Buy |
6,816
+978
| +17% | +$282K | 1.22% | 21 |
|
|
2024
Q2 | $1.49M | Buy |
5,838
+1,557
| +36% | +$397K | 1.08% | 27 |
|
|
2024
Q1 | $1.11M | Buy |
+4,281
| New | +$1.11M | 0.89% | 37 |
|