Waverly Advisors’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $496K | Buy |
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|
2017
Q3 | $441K | Sell |
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|
2017
Q2 | $457K | Sell |
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|
2017
Q1 | $444K | Buy |
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|
2016
Q4 | $373K | Buy |
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|
2016
Q3 | $210K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $11K | Sell |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $15K | Sell |
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|
2013
Q4 | $17K | Buy |
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|
2013
Q3 | $2K | Buy |
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