Trail Ridge Investment Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
6,243
-35
| -0.6% | -$9.31K | 0.8% | 32 |
|
|
2025
Q1 | $1.9M | Buy |
6,278
+145
| +2% | +$43.8K | 0.98% | 28 |
|
|
2024
Q4 | $1.69M | Hold |
6,133
| – | – | 0.81% | 35 |
|
|
2024
Q3 | $1.81M | Hold |
6,133
| – | – | 0.86% | 31 |
|
|
2024
Q2 | $1.56M | Hold |
6,133
| – | – | 0.81% | 34 |
|
|
2024
Q1 | $1.59M | Hold |
6,133
| – | – | 0.9% | 33 |
|
|
2023
Q4 | $1.39M | Hold |
6,133
| – | – | 0.85% | 38 |
|
|
2023
Q3 | $1.28M | Hold |
6,133
| – | – | 0.87% | 37 |
|
|
2023
Q2 | $1.18M | Hold |
6,133
| – | – | 0.73% | 44 |
|
|
2023
Q1 | $1.19M | Hold |
6,133
| – | – | 0.78% | 45 |
|
|
2022
Q4 | $1.35M | Hold |
6,133
| – | – | 0.93% | 34 |
|
|
2022
Q3 | $1.27M | Hold |
6,133
| – | – | 0.84% | 40 |
|
|
2022
Q2 | $1.21M | Hold |
6,133
| – | – | 0.82% | 38 |
|
|
2022
Q1 | $1.31M | Sell |
6,133
-137
| -2% | -$29.3K | 0.81% | 41 |
|
|
2021
Q4 | $1.21M | Buy |
+6,270
| New | +$1.21M | 0.73% | 46 |
|