WCM Investment Management’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
9,969
+68
| +0.7% | +$19.4K | 0.01% | 179 |
|
|
2025
Q1 | $2.94M | Buy |
9,901
+2,502
| +34% | +$742K | 0.01% | 212 |
|
|
2024
Q4 | $2.04M | Buy |
7,399
+3,235
| +78% | +$891K | ﹤0.01% | 234 |
|
|
2024
Q3 | $1.21M | Sell |
4,164
-27
| -0.6% | -$7.82K | ﹤0.01% | 247 |
|
|
2024
Q2 | $1.1M | Buy |
4,191
+30
| +0.7% | +$7.86K | ﹤0.01% | 211 |
|
|
2024
Q1 | $1.08M | Sell |
4,161
-182
| -4% | -$47.2K | ﹤0.01% | 201 |
|
|
2023
Q4 | $975K | Sell |
4,343
-98
| -2% | -$22K | ﹤0.01% | 203 |
|
|
2023
Q3 | $925K | Sell |
4,441
-1,233
| -22% | -$257K | ﹤0.01% | 196 |
|
|
2023
Q2 | $1.09M | Sell |
5,674
-12
| -0.2% | -$2.31K | ﹤0.01% | 202 |
|
|
2023
Q1 | $1.1M | Sell |
5,686
-3,144
| -36% | -$611K | ﹤0.01% | 195 |
|
|
2022
Q4 | $1.95M | Sell |
8,830
-463
| -5% | -$102K | 0.01% | 186 |
|
|
2022
Q3 | $1.71M | Buy |
9,293
+75
| +0.8% | +$13.8K | 0.01% | 162 |
|
|
2022
Q2 | $1.79M | Buy |
9,218
+2,216
| +32% | +$429K | 0.01% | 170 |
|
|
2022
Q1 | $1.5M | Buy |
7,002
+1,358
| +24% | +$291K | ﹤0.01% | 172 |
|
|
2021
Q4 | $1.09M | Buy |
5,644
+565
| +11% | +$109K | ﹤0.01% | 180 |
|
|
2021
Q3 | $881K | Buy |
5,079
+200
| +4% | +$34.7K | ﹤0.01% | 182 |
|
|
2021
Q2 | $775K | Buy |
4,879
+1,560
| +47% | +$248K | ﹤0.01% | 180 |
|
|
2021
Q1 | $524K | Buy |
3,319
+1,929
| +139% | +$305K | ﹤0.01% | 173 |
|
|
2020
Q4 | $214K | Buy |
+1,390
| New | +$214K | ﹤0.01% | 193 |
|
|
2020
Q2 | – | Sell |
-8,554,031
| Closed | -$955M | – | 182 |
|
|
2020
Q1 | $955M | Buy |
8,554,031
+401,306
| +5% | +$44.8M | 5.28% | 9 |
|
|
2019
Q4 | $1.27B | Sell |
8,152,725
-7,938,723
| -49% | -$1.24B | 6.82% | 6 |
|
|
2019
Q3 | $2.6B | Buy |
16,091,448
+1,558,674
| +11% | +$252M | 15.59% | 1 |
|
|
2019
Q2 | $2.14B | Buy |
14,532,774
+493,424
| +4% | +$72.7M | 13.42% | 1 |
|
|
2019
Q1 | $1.97B | Buy |
14,039,350
+7,040,520
| +101% | +$986M | 13.68% | 1 |
|
|
2018
Q4 | $904M | Buy |
6,998,830
+291,892
| +4% | +$37.7M | 8.08% | 4 |
|
|
2018
Q3 | $896M | Buy |
6,706,938
+251,602
| +4% | +$33.6M | 8.03% | 5 |
|
|
2018
Q2 | $820M | Sell |
6,455,336
-16,549,418
| -72% | -$2.1B | 8.48% | 5 |
|
|
2018
Q1 | $3.15B | Buy |
23,004,754
+11,169,592
| +94% | +$1.53B | 29.42% | 1 |
|
|
2017
Q4 | $1.73B | Buy |
11,835,162
+697,702
| +6% | +$102M | 19.58% | 1 |
|
|
2017
Q3 | $1.59B | Buy |
11,137,460
+5,707,734
| +105% | +$814M | 20.06% | 1 |
|
|
2017
Q2 | $789M | Sell |
5,429,726
-4,716,434
| -46% | -$686M | 12.18% | 1 |
|
|
2017
Q1 | $1.38B | Buy |
10,146,160
+440,824
| +5% | +$60.1M | 14.95% | 1 |
|
|
2016
Q4 | $1.28B | Buy |
9,705,336
+374,218
| +4% | +$49.4M | 15.48% | 1 |
|
|
2016
Q3 | $1.17B | Buy |
9,331,118
+506,830
| +6% | +$63.7M | 13.37% | 1 |
|
|
2016
Q2 | $1.15B | Sell |
8,824,288
-754,124
| -8% | -$98.6M | 18.41% | 1 |
|
|
2016
Q1 | $1.14B | Buy |
+9,578,412
| New | +$1.14B | 17.75% | 1 |
|
|
2015
Q4 | – | Sell |
-3,718,660
| Closed | -$385M | – | 95 |
|
|
2015
Q3 | $385M | Buy |
3,718,660
+332,851
| +10% | +$34.4M | 9.59% | 2 |
|
|
2015
Q2 | $344M | Buy |
3,385,809
+989,682
| +41% | +$101M | 7.75% | 3 |
|
|
2015
Q1 | $267M | Buy |
2,396,127
+330,682
| +16% | +$36.9M | 5.41% | 2 |
|
|
2014
Q4 | $237M | Buy |
2,065,445
+115,536
| +6% | +$13.3M | 6.85% | 2 |
|
|
2014
Q3 | $204M | Buy |
1,949,909
+199,154
| +11% | +$20.9M | 6.3% | 4 |
|
|
2014
Q2 | $182M | Buy |
1,750,755
+448,412
| +34% | +$46.5M | 4.52% | 4 |
|
|
2014
Q1 | $129M | Buy |
1,302,343
+50,134
| +4% | +$4.97M | 4.62% | 3 |
|
|
2013
Q4 | $130M | Buy |
1,252,209
+418,671
| +50% | +$43.3M | 4.67% | 2 |
|
|
2013
Q3 | $78.1M | Buy |
833,538
+11,257
| +1% | +$1.05M | 4.08% | 2 |
|
|
2013
Q2 | $73.9M | Buy |
+822,281
| New | +$73.9M | 3.99% | 2 |
|