David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Chubb Limited (CB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 1.25 SEC
2018   Q4 51,401 1.25 Reduce 32.53% 0.54 $129.18 $6,640,000 SEC
2018   Q3 76,183 1.65 Reduce 4.51% 0.08 $133.64 $10,181,000 SEC
2018   Q2 79,780 1.70 Reduce 2.87% 0.05 $127.02 $10,134,000 SEC
2018   Q1 82,134 1.87 Reduce 1.20% 0.02 $136.76 $11,233,000 SEC
2017   Q4 83,128 1.94 Reduce 3.70% 0.08 $146.12 $12,147,000 SEC
2017   Q3 86,325 2.03 Reduce 1.92% 0.04 $142.55 $12,306,000 SEC
2017   Q2 88,016 2.19 Reduce 1.86% 0.04 $145.38 $12,796,000 SEC
2017   Q1 89,681 2.15 Add 8.39% 0.17 $136.25 $12,219,000 SEC
2016   Q4 82,738 1.85 Add 73.12% 0.78 $132.12 $10,931,000 SEC
2016   Q3 47,792 1.06 Add 4.47% 0.05 $125.65 $6,005,000 SEC
2016   Q2 45,746 1.16 Add 4.40% 0.05 $130.70 $5,979,000 SEC
2016   Q1 43,817 1.03 Buy 1.03 $119.15 $5,221,000 SEC