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Ashleigh Swayze

@Chb Investment Group, Llc

Latest period2024 - Q4ReportedManaged Assets$184.162MTotal holdings74
Assets growth rate-2.3%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chb Investment Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Chb Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 184.162M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSXBoston Scientific Corp
Recent Activity
Decreased -0.44%
1.68%
$3.077M
34,451 shares@ $89.32 avg price
AGZIshares Tr
Recent Activity
Increased 3.88%
1.67%
$3.063M
28,370 shares@ $107.97 avg price
ALLAllstate Corp
Recent Activity
Decreased -1.13%
1.66%
$3.049M
15,816 shares@ $192.78 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -2.04%
1.65%
$3.029M
28,818 shares@ $105.11 avg price
BROBrown & Brown Inc
Recent Activity
Decreased -1.28%
1.63%
$2.997M
29,373 shares@ $102.04 avg price
WRBBerkley W R Corp
Recent Activity
Decreased -0.76%
1.61%
$2.949M
50,385 shares@ $58.53 avg price
CBOECboe Global Mkts Inc
Recent Activity
Decreased -1.5%
1.6%
$2.936M
15,026 shares@ $195.4 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -0.09%
1.59%
$2.917M
24,144 shares@ $120.82 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.6%
1.58%
$2.909M
6,417 shares@ $453.33 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.12%
1.58%
$2.908M
12,138 shares@ $239.58 avg price