West Family Investments’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
3,546
+512
| +17% | +$148K | 0.27% | 76 |
|
|
2025
Q1 | $916K | Buy |
3,034
+265
| +10% | +$80K | 0.35% | 59 |
|
|
2024
Q4 | $765K | Buy |
2,769
+6
| +0.2% | +$1.66K | 0.27% | 75 |
|
|
2024
Q3 | $797K | Buy |
2,763
+139
| +5% | +$40.1K | 0.27% | 73 |
|
|
2024
Q2 | $669K | Buy |
2,624
+821
| +46% | +$209K | 0.2% | 87 |
|
|
2024
Q1 | $467K | Buy |
1,803
+147
| +9% | +$38.1K | 0.15% | 116 |
|
|
2023
Q4 | $374K | Buy |
1,656
+282
| +21% | +$63.7K | 0.13% | 127 |
|
|
2023
Q3 | $286K | Hold |
1,374
| – | – | 0.1% | 169 |
|
|
2023
Q2 | $265K | Sell |
1,374
-238
| -15% | -$45.8K | 0.1% | 179 |
|
|
2023
Q1 | $313K | Hold |
1,612
| – | – | 0.12% | 123 |
|
|
2022
Q4 | $356K | Buy |
1,612
+18
| +1% | +$3.97K | 0.12% | 139 |
|
|
2022
Q3 | $290K | Sell |
1,594
-32
| -2% | -$5.82K | 0.12% | 159 |
|
|
2022
Q2 | $320K | Hold |
1,626
| – | – | 0.13% | 140 |
|
|
2022
Q1 | $348K | Hold |
1,626
| – | – | 0.1% | 163 |
|
|
2021
Q4 | $314K | Sell |
1,626
-143
| -8% | -$27.6K | 0.09% | 189 |
|
|
2021
Q3 | $307K | Buy |
1,769
+170
| +11% | +$29.5K | 0.08% | 210 |
|
|
2021
Q2 | $254K | Buy |
+1,599
| New | +$254K | 0.07% | 264 |
|