Welch & Forbes’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116M | Sell |
401,368
-2,991
| -0.7% | -$867K | 1.45% | 19 |
|
|
2025
Q1 | $122M | Sell |
404,359
-1,506
| -0.4% | -$455K | 1.6% | 17 |
|
|
2024
Q4 | $112M | Sell |
405,865
-2,137
| -0.5% | -$590K | 1.44% | 18 |
|
|
2024
Q3 | $118M | Sell |
408,002
-1,537
| -0.4% | -$443K | 1.5% | 18 |
|
|
2024
Q2 | $104M | Sell |
409,539
-4,417
| -1% | -$1.12M | 1.39% | 20 |
|
|
2024
Q1 | $107M | Sell |
413,956
-1,872
| -0.5% | -$485K | 1.47% | 19 |
|
|
2023
Q4 | $94M | Sell |
415,828
-1,096
| -0.3% | -$248K | 1.42% | 21 |
|
|
2023
Q3 | $86.8M | Buy |
416,924
+2,549
| +0.6% | +$531K | 1.44% | 18 |
|
|
2023
Q2 | $79.8M | Buy |
414,375
+1,455
| +0.4% | +$280K | 1.26% | 24 |
|
|
2023
Q1 | $80.2M | Buy |
412,920
+4,395
| +1% | +$853K | 1.36% | 22 |
|
|
2022
Q4 | $90.1M | Sell |
408,525
-1,895
| -0.5% | -$418K | 1.62% | 17 |
|
|
2022
Q3 | $74.6M | Buy |
410,420
+2,368
| +0.6% | +$431K | 1.46% | 17 |
|
|
2022
Q2 | $80.2M | Buy |
408,052
+4,415
| +1% | +$868K | 1.47% | 19 |
|
|
2022
Q1 | $86.3M | Buy |
403,637
+7,903
| +2% | +$1.69M | 1.36% | 22 |
|
|
2021
Q4 | $76.5M | Buy |
395,734
+6,045
| +2% | +$1.17M | 1.15% | 27 |
|
|
2021
Q3 | $67.6M | Buy |
389,689
+9,519
| +3% | +$1.65M | 1.12% | 28 |
|
|
2021
Q2 | $60.4M | Buy |
380,170
+7,097
| +2% | +$1.13M | 1.02% | 29 |
|
|
2021
Q1 | $58.9M | Buy |
373,073
+13,170
| +4% | +$2.08M | 1.09% | 27 |
|
|
2020
Q4 | $55.4M | Sell |
359,903
-1,133
| -0.3% | -$174K | 1.08% | 27 |
|
|
2020
Q3 | $41.9M | Buy |
361,036
+14,362
| +4% | +$1.67M | 0.9% | 31 |
|
|
2020
Q2 | $43.9M | Buy |
346,674
+3,512
| +1% | +$445K | 1.03% | 28 |
|
|
2020
Q1 | $38.3M | Buy |
343,162
+6,485
| +2% | +$724K | 1.07% | 27 |
|
|
2019
Q4 | $52.4M | Buy |
336,677
+7,842
| +2% | +$1.22M | 1.17% | 22 |
|
|
2019
Q3 | $53.1M | Buy |
328,835
+4,100
| +1% | +$662K | 1.27% | 20 |
|
|
2019
Q2 | $47.8M | Buy |
324,735
+2,059
| +0.6% | +$303K | 1.16% | 24 |
|
|
2019
Q1 | $45.2M | Buy |
322,676
+4,576
| +1% | +$641K | 1.13% | 25 |
|
|
2018
Q4 | $41.1M | Sell |
318,100
-2,259
| -0.7% | -$292K | 1.16% | 26 |
|
|
2018
Q3 | $42.8M | Buy |
+320,359
| New | +$42.8M | 1.02% | 30 |
|
|
2018
Q2 | – | Sell |
-304,122
| Closed | -$41.6M | – | 361 |
|
|
2018
Q1 | $41.6M | Buy |
+304,122
| New | +$41.6M | 1.07% | 28 |
|
|
2017
Q4 | – | Sell |
-272,408
| Closed | -$38.8M | – | 345 |
|
|
2017
Q3 | $38.8M | Buy |
+272,408
| New | +$38.8M | 1.02% | 32 |
|
|
2016
Q4 | – | Sell |
-191,500
| Closed | -$24.1M | – | 345 |
|
|
2016
Q3 | $24.1M | Buy |
+191,500
| New | +$24.1M | 0.83% | 39 |
|
|
2016
Q2 | – | Sell |
-119,456
| Closed | -$14.2M | – | 341 |
|
|
2016
Q1 | $14.2M | Buy |
+119,456
| New | +$14.2M | 0.44% | 73 |
|