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Cornerstone Advisory, LLC

SEC CIK
0001668189
Latest filing
Jul 29, 2026

CB holding history

Chubb Ltd in every 13F filed by Cornerstone Advisory, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
1,410
Value
$480.6K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2021
Holdings of CB by Cornerstone Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,410$480.6K<0.1%+54+4.0%AddedHolders
Q1 20261,356$441.9K<0.1%+27+2.0%AddedHolders
Q4 20251,329$414.9K<0.1%+46+3.6%AddedHolders
Q3 20251,283$362.1K<0.1%+5+0.4%AddedHolders
Q2 20251,278$370.3K<0.1%+25+2.0%AddedHolders
Q1 20251,253$362.2K<0.1%−221−15.0%ReducedHolders
Q4 20241,474$389.8K<0.1%+187+14.5%AddedHolders
Q3 20241,287$371.2K<0.1%+415+47.6%AddedHolders
Q2 2024872$222.4K<0.1%−164−15.8%ReducedHolders
Q1 20241,036$268.5K<0.1%+34+3.4%AddedHolders
Q4 20231,002$226.5K<0.1%+21+2.1%AddedHolders
Q3 2023981$204.2K<0.1%+981NewHolders
Q1 20220$00.0%−582−100.0%Sold outHolders
Q4 2021582$113.0K<0.1%+582NewHolders