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Daymark Wealth Partners, LLC

SEC CIK
0001956824
Latest filing
Jul 31, 2026

CB holding history

Chubb Ltd in every 13F filed by Daymark Wealth Partners, 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)
27,074
Value
$9.23M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CB by Daymark Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202627,074$9.23M0.2%+3,744+16.0%AddedHolders
Q1 202623,330$7.60M0.2%−522−2.2%ReducedHolders
Q4 202523,852$7.44M0.2%+450+1.9%AddedHolders
Q3 202523,402$6.61M0.2%−513−2.1%ReducedHolders
Q2 202523,915$6.93M0.3%+282+1.2%AddedHolders
Q1 202523,633$7.14M0.3%−216−0.9%ReducedHolders
Q4 202423,849$6.59M0.3%−1,207−4.8%ReducedHolders
Q3 202425,056$7.23M0.3%+455+1.8%AddedHolders
Q2 202424,601$6.28M0.3%+3,228+15.1%AddedHolders
Q1 202421,373$5.54M0.3%+65+0.3%AddedHolders
Q4 202321,308$4.82M0.3%+711+3.5%AddedHolders
Q3 202320,597$4.29M0.3%+11,493+126.2%AddedHolders
Q2 20239,104$1.75M0.1%+1,699+22.9%AddedHolders
Q1 20237,405$1.44M0.2%+2,054+38.4%AddedHolders
Q4 20225,351$1.18M0.2%–No prior filingHolders