SimplyRich’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.01M	Hold	6,949	–	–	0.56%	42
2025 Q1	$2.1M	Hold	6,949	–	–	0.61%	35
2024 Q4	$1.92M	Sell	6,949 -7	-0.1%	-$1.93K	0.55%	39
2024 Q3	$2.01M	Sell	6,956 -109	-2%	-$31.4K	0.56%	37
2024 Q2	$1.8M	Buy	7,065 +42	+0.6%	+$10.7K	0.57%	41
2024 Q1	$1.82M	Buy	7,023 +74	+1%	+$19.2K	0.59%	39
2023 Q4	$1.57M	Buy	6,949 +116	+2%	+$26.2K	0.54%	43
2023 Q3	$1.42M	Buy	6,833 +609	+10%	+$127K	0.69%	39
2023 Q2	$1.2M	Buy	6,224 +684	+12%	+$132K	0.43%	60
2023 Q1	$1.08M	Hold	5,540	–	–	0.4%	63
2022 Q4	$1.22M	Hold	5,540	–	–	0.49%	55
2022 Q3	$1.01M	Sell	5,540 -10	-0.2%	-$1.82K	0.45%	58
2022 Q2	$1.09M	Hold	5,550	–	–	0.45%	57
2022 Q1	$1.19M	Sell	5,550 -12	-0.2%	-$2.57K	0.42%	64
2021 Q4	$1.08M	Hold	5,562	–	–	0.36%	74
2021 Q3	$964K	Hold	5,562	–	–	0.35%	76
2021 Q2	$884K	Hold	5,562	–	–	0.41%	74
2021 Q1	$879K	Hold	5,562	–	–	0.35%	78
2020 Q4	$856K	Hold	5,562	–	–	0.38%	68
2020 Q3	$646K	Hold	5,562	–	–	0.32%	76
2020 Q2	$699K	Hold	5,562	–	–	0.38%	69
2020 Q1	$634K	Sell	5,562 -374	-6%	-$42.6K	0.42%	63
2019 Q4	$922K	Hold	5,936	–	–	0.46%	57
2019 Q3	$953K	Hold	5,936	–	–	0.52%	52
2019 Q2	$874K	Buy	+5,936	New	+$874K	0.48%	55
2018 Q4	–	Sell	-5,936	Closed	-$793K	–	88
2018 Q3	$793K	Hold	5,936	–	–	0.43%	70
2018 Q2	$754K	Hold	5,936	–	–	0.43%	74
2018 Q1	$812K	Hold	5,936	–	–	0.45%	71
2017 Q4	$867K	Buy	+5,936	New	+$867K	0.48%	73