Valley Forge Investment Consultants’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Hold |
2,033
| – | – | 0.19% | 47 |
|
|
2025
Q1 | $614K | Hold |
2,033
| – | – | 0.22% | 40 |
|
|
2024
Q4 | $562K | Hold |
2,033
| – | – | 0.19% | 44 |
|
|
2024
Q3 | $586K | Buy |
2,033
+33
| +2% | +$9.52K | 0.2% | 42 |
|
|
2024
Q2 | $510K | Hold |
2,000
| – | – | 0.19% | 42 |
|
|
2024
Q1 | $518K | Hold |
2,000
| – | – | 0.2% | 40 |
|
|
2023
Q4 | $452K | Hold |
2,000
| – | – | 0.2% | 42 |
|
|
2023
Q3 | $416K | Hold |
2,000
| – | – | 0.19% | 46 |
|
|
2023
Q2 | $385K | Hold |
2,000
| – | – | 0.19% | 42 |
|
|
2023
Q1 | $388K | Hold |
2,000
| – | – | 0.2% | 41 |
|
|
2022
Q4 | $441K | Hold |
2,000
| – | – | 0.23% | 41 |
|
|
2022
Q3 | $364K | Hold |
2,000
| – | – | 0.2% | 48 |
|
|
2022
Q2 | $393K | Hold |
2,000
| – | – | 0.2% | 48 |
|
|
2022
Q1 | $428K | Hold |
2,000
| – | – | 0.18% | 51 |
|
|
2021
Q4 | $387K | Hold |
2,000
| – | – | 0.17% | 49 |
|
|
2021
Q3 | $347K | Hold |
2,000
| – | – | 0.19% | 49 |
|
|
2021
Q2 | $318K | Hold |
2,000
| – | – | 0.17% | 55 |
|
|
2021
Q1 | $316K | Hold |
2,000
| – | – | 0.22% | 50 |
|
|
2020
Q4 | $308K | Buy |
+2,000
| New | +$308K | 0.27% | 45 |
|