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Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

CB holding history

Chubb Ltd in every 13F filed by Destination Wealth Management, 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)
2,447
Value
$833.8K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2022
Holdings of CB by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,447$833.8K<0.1%+127+5.5%AddedHolders
Q1 20262,320$756.2K<0.1%+1,607+225.4%AddedHolders
Q4 2025713$222.5K<0.1%+713NewHolders
Q2 20220$00.0%−1,318−100.0%Sold outHolders
Q1 20221,318$282.0K<0.1%+1,318NewHolders