IMA Advisory Services’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.9K | Sell |
122
-1
| -0.8% | -$321 | ﹤0.01% | 263 |
|
|
2025
Q4 | $38.5K | Buy |
123
+18
| +17% | +$5.26K | ﹤0.01% | 265 |
|
|
2025
Q3 | $29.7K | Hold |
105
| – | – | ﹤0.01% | 273 |
|
|
2025
Q2 | $30.5K | Buy |
105
+3
| +3% | +$863 | ﹤0.01% | 257 |
|
|
2025
Q1 | $30.9K | Buy |
+102
| New | +$28.3K | ﹤0.01% | 257 |
|
|
2024
Q4 | – | Sell |
-102
| Closed | -$29.5K | – | 186 |
|
|
2024
Q3 | $29.5K | Buy |
+102
| New | +$28K | 0.01% | 208 |
|
|
2023
Q4 | – | Sell |
-139
| Closed | -$28.9K | – | 96 |
|
|
2023
Q3 | $28.9K | Hold |
139
| – | – | 0.01% | 201 |
|
|
2023
Q2 | $26.8K | Buy |
139
+102
| +276% | +$20K | 0.01% | 211 |
|
|
2023
Q1 | $7.18K | Hold |
37
| – | – | ﹤0.01% | 252 |
|
|
2022
Q4 | $8.16K | Hold |
37
| – | – | ﹤0.01% | 268 |
|
|
2022
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 264 |
|
|
2022
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $7K | Hold |
37
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 248 |
|
|
2021
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 246 |
|
|
2021
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 251 |
|
|
2020
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 242 |
|
|
2020
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 237 |
|
|
2020
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 223 |
|
|
2020
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 230 |
|
|
2019
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 235 |
|
|
2019
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 232 |
|
|
2019
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 230 |
|
|
2019
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 231 |
|
|
2018
Q4 | $5K | Sell |
37
-3
| -8% | -$388 | ﹤0.01% | 245 |
|
|
2018
Q3 | $5K | Buy |
40
+3
| +8% | +$406 | ﹤0.01% | 253 |
|
|
2018
Q2 | $5K | Buy |
+37
| New | +$4.92K | ﹤0.01% | 306 |
|
|
2016
Q3 | – | Sell |
-31,361
| Closed | -$4.05M | – | 110 |
|
|
2016
Q2 | $4.05M | Sell |
31,361
-3,195
| -9% | -$394K | 2.54% | 6 |
|
|
2016
Q1 | $4.08M | Buy |
34,556
+5,859
| +20% | +$673K | 2.36% | 7 |
|
|
2015
Q4 | $3.24M | Buy |
28,697
+2,720
| +10% | +$308K | 1.97% | 16 |
|
|
2015
Q3 | $2.61M | Buy |
25,977
+347
| +1% | +$36.3K | 1.66% | 23 |
|
|
2015
Q2 | $2.61M | Buy |
25,630
+14,510
| +130% | +$1.56M | 1.24% | 32 |
|
|
2015
Q1 | $1.24M | Buy |
11,120
+6,000
| +117% | +$675K | 0.6% | 49 |
|
|
2014
Q4 | $588K | Buy |
+5,120
| New | +$567K | 0.3% | 79 |
|
Other funds holding CB
VCM
VPM
IMA Advisory Services's CB Position: Q1 2026 in Review
IMA Advisory Services reduced its Chubb (CB) stake by 0.81% in Q1 2026, selling an estimated $321 and leaving 122 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #263.
IMA Advisory Services first reported a position in CB in Q4 2014 and has held it in 35 quarters since. The position peaked at $4.08M in Q1 2016. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- IMA Advisory Services held 122 shares of Chubb worth $39.9K as of Q1 2026.
- IMA Advisory Services sold 1 Chubb share in Q1 2026, an estimated $321.
- Chubb made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #263 holding.
- IMA Advisory Services first reported a position in Chubb in Q4 2014 and has held it in 35 quarters since.
- IMA Advisory Services's Chubb position peaked at $4.08M in Q1 2016.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.