Wetzel Investment Advisors’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$479K Sell
2025
Q2
$496K Sell
2025
Q1
$558K Sell
2024
Q4
$515K Hold
2024
Q3
$540K Buy
2024
Q2
$472K Hold
2024
Q1
$447K Buy
2023
Q4
$408K Buy