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 Corp. (HUB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2009   Q1 0 0.00 Sell 100.00% 0.03 SEC
2008   Q4 4,128 0.03 $51.11 $211,000 SEC
2008   Q3 4,128 0.04 $54.99 $227,000 SEC
2008   Q2 4,128 0.02 $48.93 $202,000 SEC
2008   Q1 4,128 0.11 Buy 0.11 $49.42 $204,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.02 SEC
2007   Q3 4,428 0.02 $53.75 $238,000 SEC
2007   Q2 4,428 0.02 $54.20 $240,000 SEC
2007   Q1 4,428 0.02 $51.72 $229,000 SEC
2006   Q4 4,428 0.02 $52.85 $234,000 SEC
2006   Q3 4,428 0.02 $51.94 $230,000 SEC
2006   Q2 4,428 0.02 Add 100.00% 0.01 $49.91 $221,000 SEC
2006   Q1 2,214 0.01 Reduce 11.93% <0.01 $95.30 $211,000 SEC
2005   Q4 2,514 0.02 $97.45 $245,000 SEC
2005   Q3 2,514 0.01 $89.50 $225,000 SEC
2005   Q2 2,514 0.01 Reduce 16.59% 0.01 $85.52 $215,000 SEC
2005   Q1 3,014 0.07 Reduce 18.85% <0.01 $79.30 $239,000 SEC
2004   Q4 3,714 0.02 $77.01 $286,000 SEC
2004   Q3 3,714 0.02 Buy 0.02 $70.27 $261,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.03 SEC
2003   Q4 4,038 0.03 Add 0.60% <0.01 $68.10 $275,000 SEC
2003   Q3 4,014 0.04 Reduce 4.38% <0.01 $64.77 $260,000 SEC
2003   Q2 4,198 0.04 Reduce 26.33% 0.01 $60.03 $252,000 SEC
2003   Q1 5,698 0.05 Reduce 37.23% 0.03 $44.40 $253,000 SEC
2002   Q4 9,077 0.08 Reduce 72.89% 0.28 $52.22 $474,000 SEC
2002   Q3 33,487 0.39 Reduce 5.10% 0.02 $54.83 $1,836,000 SEC
2002   Q2 35,287 0.43 Reduce 0.82% <0.01 $70.79 $2,498,000 SEC
2002   Q1 35,577 0.40 Add 34.62% 0.10 $73.11 $2,601,000 SEC
2001   Q4 26,428 0.30 Add 0.09% <0.01 $69.02 $1,824,000 SEC
2001   Q3 26,403 0.37 Reduce 3.53% 0.01 $71.39 $1,885,000 SEC
2001   Q2 27,368 0.39 Add 24.75% 0.08 $77.43 $2,119,000 SEC
2001   Q1 21,938 0.31 Add 60.32% 0.12 $72.43 $1,589,000 SEC
2000   Q3 13,684 0.26 Add 127.54% 0.15 $79.14 $1,083,000 SEC
2000   Q2 6,014 0.15 Reduce 12.06% 0.02 $61.52 $370,000 SEC
2000   Q1 6,839 0.18 Add 11.86% 0.02 $67.55 $462,000 SEC
1999   Q4 6,114 0.11 $56.26 $344,000 SEC
1999   Q3 6,114 0.11 $49.56 $303,000 SEC
1999   Q2 6,114 0.15 Add 1.66% <0.01 $69.51 $425,000 SEC
1999   Q1 6,014 0.14 $58.53 $352,000 SEC