Summit Financial’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.77M | Buy |
16,410
+46
| +0.3% | +$13.4K | 0.11% | 167 |
|
|
2025
Q1 | $4.94M | Buy |
16,364
+1,330
| +9% | +$402K | 0.14% | 138 |
|
|
2024
Q4 | $4.17M | Sell |
15,034
-475
| -3% | -$132K | 0.15% | 123 |
|
|
2024
Q3 | $4.49M | Buy |
15,509
+1,497
| +11% | +$433K | 0.18% | 101 |
|
|
2024
Q2 | $3.59M | Buy |
14,012
+5,147
| +58% | +$1.32M | 0.16% | 98 |
|
|
2024
Q1 | $2.3M | Sell |
8,865
-295
| -3% | -$76.7K | 0.14% | 95 |
|
|
2023
Q4 | $2.08M | Sell |
9,160
-25
| -0.3% | -$5.67K | 0.14% | 101 |
|
|
2023
Q3 | $1.92M | Sell |
9,185
-55
| -0.6% | -$11.5K | 0.14% | 92 |
|
|
2023
Q2 | $1.79M | Buy |
9,240
+2,562
| +38% | +$496K | 0.13% | 98 |
|
|
2023
Q1 | $1.3M | Sell |
6,678
-188
| -3% | -$36.7K | 0.11% | 91 |
|
|
2022
Q4 | $1.51M | Sell |
6,866
-353
| -5% | -$77.9K | 0.14% | 80 |
|
|
2022
Q3 | $1.32M | Buy |
7,219
+1,164
| +19% | +$213K | 0.12% | 81 |
|
|
2022
Q2 | $1.2M | Sell |
6,055
-288
| -5% | -$56.9K | 0.11% | 86 |
|
|
2022
Q1 | $1.36M | Buy |
6,343
+487
| +8% | +$105K | 0.11% | 93 |
|
|
2021
Q4 | $1.14M | Buy |
5,856
+1,675
| +40% | +$325K | 0.09% | 99 |
|
|
2021
Q3 | $729K | Buy |
4,181
+2,190
| +110% | +$382K | 0.06% | 104 |
|
|
2021
Q2 | $318K | Buy |
+1,991
| New | +$318K | 0.03% | 125 |
|