Weatherly Asset Management’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Buy
754
+14
+2% +$4.07K 0.02% 175
2025
Q1
$224K Buy
+740
New +$224K 0.02% 170
2024
Q4
Sell
-809
Closed -$234K 184
2024
Q3
$234K Buy
+809
New +$234K 0.02% 166