USA Financial Formulas’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Buy
1,380
+4
+0.3% +$1.16K 0.07% 96
2025
Q1
$416K Sell
1,376
-410
-23% -$124K 0.07% 88
2024
Q4
$493K Sell
1,786
-644
-27% -$178K 0.08% 96
2024
Q3
$701K Sell
2,430
-4,219
-63% -$1.22M 0.11% 82
2024
Q2
$1.7M Buy
6,649
+12
+0.2% +$3.06K 0.28% 21
2024
Q1
$1.72M Buy
6,637
+4,869
+275% +$1.26M 0.28% 23
2023
Q4
$400K Buy
1,768
+1,747
+8,319% +$395K 0.07% 95
2023
Q3
$4.37K Hold
21
0.01% 257
2023
Q2
$4.04K Hold
21
0.01% 231
2023
Q1
$4.08K Buy
+21
New +$4.08K 0.01% 179
2022
Q3
$2K Sell
10
-3,628
-100% -$726K ﹤0.01% 165
2022
Q2
$715K Buy
3,638
+3,628
+36,280% +$713K 0.89% 56
2022
Q1
$2K Hold
10
﹤0.01% 222
2021
Q4
$2K Hold
10
﹤0.01% 254
2021
Q3
$2K Hold
10
﹤0.01% 308
2021
Q2
$2K Buy
+10
New +$2K ﹤0.01% 297
2020
Q3
Sell
-15
Closed -$2K 324
2020
Q2
$2K Buy
+15
New +$2K ﹤0.01% 116
2017
Q3
Sell
-20,228
Closed -$2.94M 258
2017
Q2
$2.94M Buy
+20,228
New +$2.94M 0.71% 60
2016
Q4
Sell
-20,103
Closed -$2.53M 260
2016
Q3
$2.53M Sell
20,103
-1,882
-9% -$236K 0.65% 61
2016
Q2
$2.87M Buy
+21,985
New +$2.87M 0.79% 41