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Valmark Advisers’s Chubb CB Stock Holding History

Valmark 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
Q2 		$1.91M Sell
5,594
-129
-2% -$42.1K 0.02% 274
2026
Q1 		$1.87M Sell
5,723
-324
-5% -$104K 0.02% 254
2025
Q4 		$1.89M Buy
6,047
+84
+1% +$24.6K 0.02% 252
2025
Q3 		$1.68M Buy
5,963
+178
+3% +$49K 0.02% 258
2025
Q2 		$1.68M Buy
5,785
+95
+2% +$27.3K 0.02% 250
2025
Q1 		$1.72M Sell
5,690
-43
-0.8% -$11.9K 0.03% 231
2024
Q4 		$1.58M Sell
5,733
-767
-12% -$218K 0.02% 238
2024
Q3 		$1.87M Buy
6,500
+690
+12% +$189K 0.03% 206
2024
Q2 		$1.48M Buy
5,810
+284
+5% +$72.9K 0.03% 225
2024
Q1 		$1.43M Hold
5,526
– – 0.02% 220
2023
Q4 		$1.25M Sell
5,526
-22
-0.4% -$4.81K 0.02% 218
2023
Q3 		$1.15M Buy
5,548
+382
+7% +$77.2K 0.02% 200
2023
Q2 		$995K Sell
5,166
-146
-3% -$28.6K 0.02% 231
2023
Q1 		$1.03M Sell
5,312
-22
-0.4% -$4.62K 0.02% 216
2022
Q4 		$1.18M Buy
5,334
+52
+1% +$10.8K 0.03% 195
2022
Q3 		$961K Hold
5,282
– – 0.02% 194
2022
Q2 		$1.04M Buy
5,282
+14
+0.3% +$2.88K 0.02% 187
2022
Q1 		$1.13M Buy
5,268
+12
+0.2% +$2.44K 0.02% 192
2021
Q4 		$1.02M Sell
5,256
-300
-5% -$56.4K 0.02% 195
2021
Q3 		$964K Hold
5,556
– – 0.02% 187
2021
Q2 		$883K Buy
5,556
+309
+6% +$51.2K 0.02% 200
2021
Q1 		$829K Buy
5,247
+100
+2% +$16.1K 0.02% 206
2020
Q4 		$792K Buy
+5,147
New +$721K 0.02% 198

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valmark Advisers's CB Position: Q2 2026 in Review

Valmark Advisers reduced its Chubb (CB) stake by 2.3% in Q2 2026, selling an estimated $42.1K and leaving 5,594 shares worth $1.91M. The position accounts for 0.02% of the portfolio, ranked #274.

Valmark Advisers first reported a position in CB in Q4 2020 and has held it in 23 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Valmark Advisers held 5,594 shares of Chubb worth $1.91M as of Q2 2026.
  • Valmark Advisers sold 129 Chubb shares in Q2 2026, an estimated $42.1K.
  • Chubb made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #274 holding.
  • Valmark Advisers first reported a position in Chubb in Q4 2020 and has held it in 23 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.