Summit Trail Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.88M Buy
2025
Q1
$2.17M Buy
2024
Q4
$1.84M Buy
2024
Q3
$1.83M Buy
2024
Q2
$1.2M Sell
2024
Q1
$1.45M Buy
2023
Q4
$985K Buy
2023
Q3
$858K Buy
2023
Q2
$617K Buy
2023
Q1
$402K Buy
2022
Q4
$246K Sell
2022
Q3
$214K Buy
2022
Q2
$219K Buy
2018
Q4
Sell
2018
Q3
$3.25M Buy
2018
Q2
$92K Sell
2018
Q1
$305K Buy
2017
Q4
$550K Buy