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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

CB holding history

Chubb Ltd in every 13F filed by Wetherby Asset Management 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 Q3 2025 holdings

Shares (Q3 2025)
8,863
Value
$2.50M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of CB by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20258,863$2.50M0.1%+706+8.7%AddedHolders
Q2 20258,157$2.36M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20247,952$2.20M0.1%−740−8.5%ReducedHolders
Q3 20248,692$2.51M0.1%−838−8.8%ReducedHolders
Q2 20249,530$2.43M0.1%−202−2.1%ReducedHolders
Q1 20249,732$2.52M0.1%−22−0.2%ReducedHolders
Q4 20239,754$2.20M0.1%+11+0.1%AddedHolders
Q3 20239,743$2.03M0.1%+939+10.7%AddedHolders
Q2 20238,804$1.70M0.1%−736−7.7%ReducedHolders
Q1 20239,540$1.85M0.1%+463+5.1%AddedHolders
Q4 20229,077$2.00M0.1%+707+8.4%AddedHolders
Q3 20228,370$1.52M0.1%+14+0.2%AddedHolders
Q2 20228,356$1.64M0.1%−168−2.0%ReducedHolders
Q1 20228,524$1.82M0.1%+868+11.3%AddedHolders
Q4 20217,656$1.48M0.1%+1,381+22.0%AddedHolders
Q3 20216,275$1.09M0.1%+151+2.5%AddedHolders
Q2 20216,124$973.0K0.1%+668+12.2%AddedHolders
Q1 20215,456$862.0K0.1%––Holders

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