Tilia Fiduciary Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $514K | Sell |
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|
2025
Q2 | $701K | Buy |
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|
2025
Q1 | $642K | Sell |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $440K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $194K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $144K | Hold |
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|
2022
Q2 | $149K | Hold |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $150K | Buy |
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