Thurston Springer Miller Herd & Titak’s Chubb CB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.18M	Buy	14,439 +1,618	+13%	+$469K	0.54%	39
2025 Q1	$3.87M	Buy	12,821 +2,643	+26%	+$798K	0.65%	31
2024 Q4	$2.81M	Buy	10,178 +3,917	+63%	+$1.08M	0.57%	35
2024 Q3	$1.81M	Buy	6,261 +365	+6%	+$105K	0.5%	43
2024 Q2	$1.5M	Buy	+5,896	New	+$1.5M	0.47%	49