Stonegate Investment Group’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.72M Sell
19,758
-89
-0.4% -$25.8K 0.14% 69
2025
Q1
$5.99M Sell
19,847
-384
-2% -$116K 0.16% 62
2024
Q4
$5.59M Sell
20,231
-1,537
-7% -$425K 0.15% 64
2024
Q3
$6.28M Sell
21,768
-215
-1% -$62K 0.17% 62
2024
Q2
$5.61M Sell
21,983
-407
-2% -$104K 0.16% 62
2024
Q1
$5.8M Sell
22,390
-677
-3% -$175K 0.18% 66
2023
Q4
$5.21M Sell
23,067
-426
-2% -$96.3K 0.17% 62
2023
Q3
$4.89M Sell
23,493
-6,387
-21% -$1.33M 0.18% 63
2023
Q2
$5.75M Sell
29,880
-1,294
-4% -$249K 0.2% 61
2023
Q1
$6.05M Sell
31,174
-1,407
-4% -$273K 0.23% 60
2022
Q4
$7.19M Sell
32,581
-1,589
-5% -$351K 0.31% 50
2022
Q3
$6.22M Sell
34,170
-972
-3% -$177K 0.29% 59
2022
Q2
$6.91M Buy
35,142
+117
+0.3% +$23K 0.3% 57
2022
Q1
$7.49M Sell
35,025
-612
-2% -$131K 0.25% 55
2021
Q4
$6.89M Buy
+35,637
New +$6.89M 0.29% 59