West Branch Capital’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Hold |
58
| – | – | 0.01% | 223 |
|
|
2025
Q1 | $17.5K | Hold |
58
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $16K | Hold |
58
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $16.7K | Sell |
58
-468
| -89% | -$135K | 0.01% | 237 |
|
|
2024
Q2 | $134K | Buy |
526
+1
| +0.2% | +$255 | 0.05% | 103 |
|
|
2024
Q1 | $136K | Buy |
525
+2
| +0.4% | +$518 | 0.05% | 102 |
|
|
2023
Q4 | $118K | Buy |
523
+2
| +0.4% | +$452 | 0.06% | 102 |
|
|
2023
Q3 | $108K | Buy |
521
+2
| +0.4% | +$416 | 0.06% | 104 |
|
|
2023
Q2 | $99.9K | Buy |
519
+2
| +0.4% | +$385 | 0.05% | 114 |
|
|
2023
Q1 | $100K | Buy |
517
+2
| +0.4% | +$388 | 0.06% | 115 |
|
|
2022
Q4 | $114K | Buy |
515
+2
| +0.4% | +$441 | 0.07% | 107 |
|
|
2022
Q3 | $93K | Buy |
513
+2
| +0.4% | +$363 | 0.06% | 125 |
|
|
2022
Q2 | $100K | Buy |
511
+1
| +0.2% | +$196 | 0.06% | 119 |
|
|
2022
Q1 | $109K | Buy |
510
+2
| +0.4% | +$427 | 0.05% | 121 |
|
|
2021
Q4 | $98K | Buy |
508
+2
| +0.4% | +$386 | 0.04% | 144 |
|
|
2021
Q3 | $88K | Buy |
506
+2
| +0.4% | +$348 | 0.04% | 145 |
|
|
2021
Q2 | $80K | Buy |
+504
| New | +$80K | 0.04% | 158 |
|
|
2018
Q2 | – | Sell |
-6,162
| Closed | -$843K | – | 92 |
|
|
2018
Q1 | $843K | Buy |
+6,162
| New | +$843K | 0.93% | 36 |
|