Mark Sheptoff Financial Planning’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 | $116K | Hold |
361
| – | – | 0.06% | 128 |
|
|
2025
Q4 | $113K | Hold |
361
| – | – | 0.05% | 136 |
|
|
2025
Q3 | $102K | Sell |
361
-34
| -9% | -$9.36K | 0.05% | 136 |
|
|
2025
Q2 | $114K | Buy |
395
+34
| +9% | +$9.78K | 0.06% | 117 |
|
|
2025
Q1 | $109K | Hold |
361
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $99.7K | Hold |
361
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $104K | Hold |
361
| – | – | 0.06% | 121 |
|
|
2024
Q2 | $92.1K | Hold |
361
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $93.5K | Hold |
361
| – | – | 0.05% | 136 |
|
|
2023
Q4 | $81.6K | Hold |
361
| – | – | 0.05% | 130 |
|
|
2023
Q3 | $75.2K | Hold |
361
| – | – | 0.05% | 122 |
|
|
2023
Q2 | $69.5K | Hold |
361
| – | – | 0.04% | 137 |
|
|
2023
Q1 | $70.1K | Hold |
361
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $79.6K | Hold |
361
| – | – | 0.05% | 127 |
|
|
2022
Q3 | $66K | Hold |
361
| – | – | 0.04% | 129 |
|
|
2022
Q2 | $71K | Hold |
361
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $77K | Sell |
361
-13
| -3% | -$2.64K | 0.04% | 146 |
|
|
2021
Q4 | $72K | Buy |
374
+13
| +4% | +$2.44K | 0.03% | 154 |
|
|
2021
Q3 | $63K | Hold |
361
| – | – | 0.03% | 160 |
|
|
2021
Q2 | $57K | Hold |
361
| – | – | 0.03% | 174 |
|
|
2021
Q1 | $57K | Hold |
361
| – | – | 0.03% | 155 |
|
|
2020
Q4 | $56K | Hold |
361
| – | – | 0.03% | 153 |
|
|
2020
Q3 | $42K | Hold |
361
| – | – | 0.03% | 153 |
|
|
2020
Q2 | $46K | Hold |
361
| – | – | 0.03% | 150 |
|
|
2020
Q1 | $40K | Sell |
361
-260
| -42% | -$37.3K | 0.03% | 142 |
|
|
2019
Q4 | $97K | Hold |
621
| – | – | 0.06% | 118 |
|
|
2019
Q3 | $100K | Buy |
621
+60
| +11% | +$9.28K | 0.07% | 115 |
|
|
2019
Q2 | $83K | Hold |
561
| – | – | 0.06% | 128 |
|
|
2019
Q1 | $79K | Hold |
561
| – | – | 0.06% | 127 |
|
|
2018
Q4 | $72K | Hold |
561
| – | – | 0.06% | 116 |
|
|
2018
Q3 | $75K | Hold |
561
| – | – | 0.05% | 141 |
|
|
2018
Q2 | $71K | Hold |
561
| – | – | 0.05% | 138 |
|
|
2018
Q1 | $77K | Buy |
561
+200
| +55% | +$29K | 0.05% | 143 |
|
|
2017
Q4 | $53K | Hold |
361
| – | – | 0.03% | 172 |
|
|
2017
Q3 | $51K | Sell |
361
-120
| -25% | -$17.4K | 0.03% | 176 |
|
|
2017
Q2 | $70K | Sell |
481
-1
| -0.2% | -$141 | 0.05% | 157 |
|
|
2017
Q1 | $66K | Buy |
482
+1
| +0.2% | +$135 | 0.05% | 164 |
|
|
2016
Q4 | $64K | Hold |
481
| – | – | 0.05% | 160 |
|
|
2016
Q3 | $60K | Hold |
481
| – | – | 0.04% | 163 |
|
|
2016
Q2 | $63K | Hold |
481
| – | – | 0.05% | 146 |
|
|
2016
Q1 | $57K | Buy |
+481
| New | +$55.3K | 0.05% | 143 |
|
Other funds holding CB
VCM
VPM
Mark Sheptoff Financial Planning's CB Position: Q1 2026 in Review
Mark Sheptoff Financial Planning held its Chubb (CB) position steady in Q1 2026 at 361 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #128.
Mark Sheptoff Financial Planning first reported a position in CB in Q1 2016 and has held it in 41 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- Mark Sheptoff Financial Planning held 361 shares of Chubb worth $116K as of Q1 2026.
- Mark Sheptoff Financial Planning left its Chubb share count unchanged in Q1 2026.
- Chubb made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #128 holding.
- Mark Sheptoff Financial Planning first reported a position in Chubb in Q1 2016 and has held it in 41 quarters since.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.