Valmark Advisers’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
5,785
+95
| +2% | +$27.5K | 0.02% | 249 |
|
|
2025
Q1 | $1.72M | Sell |
5,690
-43
| -0.8% | -$13K | 0.03% | 230 |
|
|
2024
Q4 | $1.58M | Sell |
5,733
-767
| -12% | -$212K | 0.02% | 237 |
|
|
2024
Q3 | $1.87M | Buy |
6,500
+690
| +12% | +$199K | 0.03% | 205 |
|
|
2024
Q2 | $1.48M | Buy |
5,810
+284
| +5% | +$72.4K | 0.03% | 224 |
|
|
2024
Q1 | $1.43M | Hold |
5,526
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $1.25M | Sell |
5,526
-22
| -0.4% | -$4.97K | 0.02% | 217 |
|
|
2023
Q3 | $1.15M | Buy |
5,548
+382
| +7% | +$79.5K | 0.02% | 199 |
|
|
2023
Q2 | $995K | Sell |
5,166
-146
| -3% | -$28.1K | 0.02% | 230 |
|
|
2023
Q1 | $1.03M | Sell |
5,312
-22
| -0.4% | -$4.27K | 0.02% | 215 |
|
|
2022
Q4 | $1.18M | Buy |
5,334
+52
| +1% | +$11.5K | 0.03% | 194 |
|
|
2022
Q3 | $961K | Hold |
5,282
| – | – | 0.02% | 194 |
|
|
2022
Q2 | $1.04M | Buy |
5,282
+14
| +0.3% | +$2.75K | 0.02% | 187 |
|
|
2022
Q1 | $1.13M | Buy |
5,268
+12
| +0.2% | +$2.57K | 0.02% | 192 |
|
|
2021
Q4 | $1.02M | Sell |
5,256
-300
| -5% | -$58K | 0.02% | 194 |
|
|
2021
Q3 | $964K | Hold |
5,556
| – | – | 0.02% | 185 |
|
|
2021
Q2 | $883K | Buy |
5,556
+309
| +6% | +$49.1K | 0.02% | 196 |
|
|
2021
Q1 | $829K | Buy |
5,247
+100
| +2% | +$15.8K | 0.02% | 202 |
|
|
2020
Q4 | $792K | Buy |
+5,147
| New | +$792K | 0.02% | 194 |
|