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Livermore
Livermore
ZHEN

Benedict Financial Advisors Inc

SEC CIK
0000711089
Latest filing
Jul 16, 2026

CB holding history

Chubb Ltd in every 13F filed by Benedict Financial Advisors Inc, 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)
22,975
Value
$7.83M
% of portfolio
1.5%
Quarters held
21
Since Q1 2021
Holdings of CB by Benedict Financial Advisors Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,975$7.83M1.5%−1,099−4.6%ReducedHolders
Q1 202624,074$7.85M1.6%+827+3.6%AddedHolders
Q4 202523,247$7.26M1.5%+158+0.7%AddedHolders
Q3 202523,089$6.52M1.4%+23,089NewHolders
Q2 20250$00.0%−23,028−100.0%Sold outHolders
Q1 202523,028$6.95M1.6%+254+1.1%AddedHolders
Q4 202422,774$6.29M1.5%−68−0.3%ReducedHolders
Q3 202422,842$6.59M1.6%−73−0.3%ReducedHolders
Q2 202422,915$5.85M1.5%−220−1.0%ReducedHolders
Q1 202423,135$5.99M1.5%−44−0.2%ReducedHolders
Q4 202323,179$5.24M1.4%+120+0.5%AddedHolders
Q3 202323,059$4.80M1.4%+274+1.2%AddedHolders
Q2 202322,785$4.39M1.2%+314+1.4%AddedHolders
Q1 202322,471$4.36M1.2%+111+0.5%AddedHolders
Q4 202222,360$4.93M1.5%−99−0.4%ReducedHolders
Q3 202222,459$4.08M1.3%+215+1.0%AddedHolders
Q2 202222,244$4.37M1.3%+134+0.6%AddedHolders
Q1 202222,110$4.73M1.3%+28+0.1%AddedHolders
Q4 202122,082$4.27M1.1%+64+0.3%AddedHolders
Q3 202122,018$3.82M1.1%+291+1.3%AddedHolders
Q2 202121,727$3.45M1.0%+610+2.9%AddedHolders
Q1 202121,117$3.34M1.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.