Segment Wealth Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
2,832
+85
| +3% | +$24.6K | 0.05% | 176 |
|
|
2025
Q1 | $830K | Buy |
2,747
+1,804
| +191% | +$545K | 0.06% | 168 |
|
|
2024
Q4 | $261K | Hold |
943
| – | – | 0.02% | 235 |
|
|
2024
Q3 | $272K | Hold |
943
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $241K | Hold |
943
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $244K | Buy |
+943
| New | +$244K | 0.02% | 228 |
|
|
2020
Q1 | – | Sell |
-1,627
| Closed | -$253K | – | 192 |
|
|
2019
Q4 | $253K | Buy |
+1,627
| New | +$253K | 0.04% | 208 |
|