VHAM
Van Hulzen Asset Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Buy |
35,748
+3,496
| +11% | +$1.01M | 0.86% | 37 |
|
|
2025
Q1 | $9.74M | Sell |
32,252
-3,688
| -10% | -$1.11M | 0.89% | 36 |
|
|
2024
Q4 | $9.93M | Buy |
35,940
+34,620
| +2,623% | +$9.56M | 0.73% | 41 |
|
|
2024
Q3 | $381K | Buy |
1,320
+2
| +0.2% | +$577 | 0.03% | 238 |
|
|
2024
Q2 | $336K | Buy |
1,318
+120
| +10% | +$30.6K | 0.02% | 243 |
|
|
2024
Q1 | $310K | Sell |
1,198
-110
| -8% | -$28.5K | 0.02% | 264 |
|
|
2023
Q4 | $296K | Hold |
1,308
| – | – | 0.02% | 269 |
|
|
2023
Q3 | $272K | Buy |
1,308
+141
| +12% | +$29.3K | 0.02% | 258 |
|
|
2023
Q2 | $225K | Sell |
1,167
-41
| -3% | -$7.91K | 0.02% | 281 |
|
|
2023
Q1 | $235K | Buy |
1,208
+41
| +4% | +$7.98K | 0.02% | 258 |
|
|
2022
Q4 | $257K | Hold |
1,167
| – | – | 0.03% | 244 |
|
|
2022
Q3 | $212K | Sell |
1,167
-17,373
| -94% | -$3.16M | 0.03% | 250 |
|
|
2022
Q2 | $3.65M | Buy |
18,540
+17,400
| +1,526% | +$3.42M | 0.44% | 61 |
|
|
2022
Q1 | $244K | Hold |
1,140
| – | – | 0.03% | 260 |
|
|
2021
Q4 | $220K | Buy |
+1,140
| New | +$220K | 0.02% | 279 |
|
|
2020
Q3 | – | Sell |
-3,600
| Closed | -$456K | – | 267 |
|
|
2020
Q2 | $456K | Sell |
3,600
-447
| -11% | -$56.6K | 0.07% | 135 |
|
|
2020
Q1 | $452K | Sell |
4,047
-577
| -12% | -$64.4K | 0.1% | 125 |
|
|
2019
Q4 | $720K | Buy |
+4,624
| New | +$720K | 0.14% | 110 |
|