Skip to main content

VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

CB holding history

Chubb Ltd in every 13F filed by VisionPoint Advisory Group, 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)
3,405
Value
$1.16M
% of portfolio
0.2%
Quarters held
12
Since Q3 2023
Holdings of CB by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,405$1.16M0.2%−81−2.3%ReducedHolders
Q1 20263,486$1.14M0.2%+57+1.7%AddedHolders
Q4 20253,429$1.07M0.2%−147−4.1%ReducedHolders
Q3 20253,576$1.01M0.2%+55+1.6%AddedHolders
Q2 20253,521$1.02M0.2%+183+5.5%AddedHolders
Q1 20253,338$1.01M0.3%+490+17.2%AddedHolders
Q4 20242,848$776.1K0.3%−190−6.3%ReducedHolders
Q3 20243,038$876.1K0.3%−362−10.6%ReducedHolders
Q2 20243,400$867.3K0.3%−187−5.2%ReducedHolders
Q1 20243,587$929.5K0.3%−3,073−46.1%ReducedHolders
Q4 20236,660$1.51M0.6%+127+1.9%AddedHolders
Q3 20236,533$1.36M0.6%+6,533NewHolders