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Traphagen Investment Advisors’s Chubb CB Stock Holding History

Traphagen Investment Advisors’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+658
New +$215K 0.02% 192
2023
Q3 		– Sell
-1,425
Closed -$274K – 165
2023
Q2 		$274K Sell
1,425
-40
-3% -$7.84K 0.04% 126
2023
Q1 		$285K Buy
1,465
+24
+2% +$5.04K 0.04% 127
2022
Q4 		$318K Buy
1,441
+34
+2% +$7.07K 0.05% 111
2022
Q3 		$256K Sell
1,407
-477
-25% -$90.6K 0.05% 116
2022
Q2 		$370K Buy
1,884
+24
+1% +$4.94K 0.07% 91
2022
Q1 		$398K Sell
1,860
-919
-33% -$187K 0.06% 85
2021
Q4 		$537K Buy
2,779
+2
+0.1% +$376 0.09% 75
2021
Q3 		$482K Buy
2,777
+3
+0.1% +$526 0.09% 74
2021
Q2 		$441K Buy
2,774
+2
+0.1% +$331 0.08% 88
2021
Q1 		$438K Sell
2,772
-25
-0.9% -$4.03K 0.08% 87
2020
Q4 		$430K Buy
2,797
+30
+1% +$4.21K 0.08% 84
2020
Q3 		$321K Buy
2,767
+3
+0.1% +$377 0.07% 89
2020
Q2 		$350K Buy
2,764
+460
+20% +$53.3K 0.08% 85
2020
Q1 		$257K Hold
2,304
– – 0.07% 99
2019
Q4 		$359K Buy
2,304
+500
+28% +$76.5K 0.09% 86
2019
Q3 		$291K Hold
1,804
– – 0.08% 92
2019
Q2 		$266K Hold
1,804
– – 0.07% 92
2019
Q1 		$253K Buy
+1,804
New +$240K 0.07% 90

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return