Valley National Advisers’s Chubb CB Stock Holding History

Valley National Advisers’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.54M	Sell	4,737 -9	-0.2%	-$2.89K	0.2%	105
2025 Q4	$1.48M	Hold	4,746	–	–	0.21%	113
2025 Q3	$1.34M	Buy	4,746 +3	+0.1%	+$826	0.21%	111
2025 Q2	$1.37M	Buy	4,743 +3	+0.1%	+$863	0.22%	108
2025 Q1	$1.43M	Sell	4,740 -10	-0.2%	-$2.78K	0.26%	104
2024 Q4	$1.31M	Buy	4,750 +22	+0.5%	+$6.25K	0.24%	104
2024 Q3	$1.36M	Sell	4,728 -247	-5%	-$67.7K	0.25%	109
2024 Q2	$1.27M	Sell	4,975 -147	-3%	-$37.8K	0.19%	102
2024 Q1	$1.33M	Buy	5,122 +9	+0.2%	+$2.21K	0.2%	100
2023 Q4	$1.16M	Buy	5,113 +44	+0.9%	+$9.62K	0.18%	103
2023 Q3	$1.05M	Buy	5,069 +10	+0.2%	+$2.02K	0.18%	100
2023 Q2	$975K	Buy	5,059 +5	+0.1%	+$980	0.16%	109
2023 Q1	$1.01M	Hold	5,054	–	–	0.18%	106
2022 Q4	$1.14M	Hold	5,054	–	–	0.2%	97
2022 Q3	$984K	Buy	5,054 +6	+0.1%	+$1.14K	0.21%	101
2022 Q2	$982K	Hold	5,048	–	–	0.21%	90
2022 Q1	$1.08M	Hold	5,048	–	–	0.21%	103
2021 Q4	$976K	Hold	5,048	–	–	0.18%	119
2021 Q3	$876K	Hold	5,048	–	–	0.16%	123
2021 Q2	$802K	Sell	5,048 -30	-0.6%	-$4.97K	0.15%	127
2021 Q1	$802K	Buy	5,078 +13	+0.3%	+$2.1K	0.16%	121
2020 Q4	$780K	Sell	5,065 -351	-6%	-$49.2K	0.16%	115
2020 Q3	$629K	Sell	5,416 -395	-7%	-$49.6K	0.14%	105
2020 Q2	$736K	Hold	5,811	–	–	0.17%	92
2020 Q1	$649K	Sell	5,811 -379	-6%	-$54.3K	0.18%	93
2019 Q4	$964K	Buy	6,190 +89	+1%	+$13.6K	0.24%	82
2019 Q3	$985K	Sell	6,101 -2,137	-26%	-$331K	0.27%	73
2019 Q2	$1.21M	Sell	8,238 -1,500	-15%	-$217K	0.33%	58
2019 Q1	$1.36M	Sell	9,738 -643	-6%	-$85.5K	0.39%	54
2018 Q4	$1.34M	Buy	10,381 +91	+0.9%	+$11.8K	0.44%	52
2018 Q3	$1.38M	Sell	10,290 -222	-2%	-$30K	0.48%	50
2018 Q2	$1.33M	Buy	10,512 +266	+3%	+$35.3K	0.51%	49
2018 Q1	$1.4M	Hold	10,246	–	–	0.52%	48
2017 Q4	$1.5M	Sell	10,246 -1,202	-10%	-$180K	0.52%	42
2017 Q3	$1.63M	Buy	11,448 +12	+0.1%	+$1.74K	0.56%	34
2017 Q2	$1.66M	Hold	11,436	–	–	0.6%	34
2017 Q1	$1.56M	Buy	11,436 +38	+0.3%	+$5.11K	0.59%	32
2016 Q4	$1.51M	Buy	11,398 +654	+6%	+$83.4K	0.69%	44
2016 Q3	$1.35M	Hold	10,744	–	–	0.7%	44
2016 Q2	$1.4M	Buy	10,744 +523	+5%	+$64.5K	0.73%	43
2016 Q1	$1.22M	Buy	10,221 +10,198	+44,339%	+$1.17M	0.65%	48
2015 Q4	$3K	Hold	23	–	–	﹤0.01%	483
2015 Q3	$2K	Hold	23	–	–	﹤0.01%	516
2015 Q2	$2K	Sell	23 -10	-30%	-$1.08K	﹤0.01%	522
2015 Q1	$4K	Buy	+33	New	+$3.71K	﹤0.01%	450

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valley National Advisers's CB Position: Q1 2026 in Review

Valley National Advisers reduced its Chubb (CB) stake by 0.19% in Q1 2026, selling an estimated $2.89K and leaving 4,737 shares worth $1.54M. The position accounts for 0.2% of the portfolio, ranked #105.

Valley National Advisers first reported a position in CB in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.66M in Q2 2017. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Valley National Advisers held 4,737 shares of Chubb worth $1.54M as of Q1 2026.
Valley National Advisers sold 9 Chubb shares in Q1 2026, an estimated $2.89K.
Chubb made up 0.2% of Valley National Advisers's portfolio in Q1 2026, its #105 holding.
Valley National Advisers first reported a position in Chubb in Q1 2015 and has held it in 45 quarters since.
Valley National Advisers's Chubb position peaked at $1.66M in Q2 2017.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.