Steward Partners Investment Advisory’s Chubb CB Stock Holding History

Steward Partners Investment Advisory’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	$42.5M	Buy	146,712 +9,983	+7%	+$2.89M	0.33%	56
2025 Q1	$41.3M	Buy	136,729 +7,439	+6%	+$2.25M	0.37%	49
2024 Q4	$35.7M	Buy	129,290 +6,076	+5%	+$1.68M	0.32%	66
2024 Q3	$35.5M	Buy	123,214 +5,181	+4%	+$1.49M	0.33%	59
2024 Q2	$30.1M	Buy	118,033 +3,482	+3%	+$888K	0.32%	59
2024 Q1	$29.7M	Buy	114,551 +29,995	+35%	+$7.77M	0.33%	66
2023 Q4	$19.1M	Buy	84,556 +4,479	+6%	+$1.01M	0.26%	79
2023 Q3	$16.7M	Buy	80,077 +1,623	+2%	+$338K	0.26%	83
2023 Q2	$15.1M	Buy	78,454 +16,699	+27%	+$3.22M	0.23%	95
2023 Q1	$12M	Sell	61,755 -13,704	-18%	-$2.66M	0.19%	120
2022 Q4	$16.6M	Sell	75,459 -2,764	-4%	-$610K	0.28%	86
2022 Q3	$14.2M	Buy	78,223 +402	+0.5%	+$73.1K	0.27%	85
2022 Q2	$15.3M	Buy	77,821 +538	+0.7%	+$106K	0.28%	84
2022 Q1	$16.5M	Buy	77,283 +26,145	+51%	+$5.59M	0.26%	87
2021 Q4	$9.89M	Buy	51,138 +4,496	+10%	+$869K	0.15%	151
2021 Q3	$8.09M	Buy	46,642 +7,054	+18%	+$1.22M	0.14%	170
2021 Q2	$6.29M	Sell	39,588 -4,351	-10%	-$692K	0.11%	202
2021 Q1	$6.94M	Buy	43,939 +3,133	+8%	+$495K	0.12%	179
2020 Q4	$6.28M	Sell	40,806 -2,673	-6%	-$411K	0.14%	163
2020 Q3	$5.05M	Buy	43,479 +2,980	+7%	+$346K	0.13%	178
2020 Q2	$5.13M	Buy	40,499 +3,900	+11%	+$494K	0.15%	167
2020 Q1	$4.09M	Buy	36,599 +1,142	+3%	+$128K	0.15%	161
2019 Q4	$5.52M	Sell	35,457 -5,504	-13%	-$857K	0.16%	139
2019 Q3	$6.61M	Buy	40,961 +2,122	+5%	+$343K	0.22%	108
2019 Q2	$5.72M	Buy	38,839 +3,283	+9%	+$484K	0.21%	115
2019 Q1	$4.98M	Buy	35,556 +2,656	+8%	+$372K	0.21%	115
2018 Q4	$4.25M	Buy	32,900 +5,107	+18%	+$660K	0.21%	119
2018 Q3	$3.71M	Buy	27,793 +5,427	+24%	+$725K	0.18%	132
2018 Q2	$2.84M	Buy	22,366 +3,147	+16%	+$400K	0.17%	141
2018 Q1	$2.63M	Buy	+19,219	New	+$2.63M	0.18%	131