Skip to main content

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

CB holding history

Chubb Ltd in every 13F filed by TD Private Client Wealth 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)
6,254
Value
$2.13M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CB by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,254$2.13M<0.1%+1,686+36.9%AddedHolders
Q1 20264,568$1.49M<0.1%−90−1.9%ReducedHolders
Q4 20254,658$1.45M<0.1%+21+0.5%AddedHolders
Q3 20254,637$1.31M<0.1%−998−17.7%ReducedHolders
Q2 20255,635$1.63M<0.1%+594+11.8%AddedHolders
Q1 20255,041$1.52M<0.1%−223−4.2%ReducedHolders
Q4 20245,264$1.45M<0.1%−1,538−22.6%ReducedHolders
Q3 20246,802$1.96M0.1%+689+11.3%AddedHolders
Q2 20246,113$1.56M<0.1%−20.0%ReducedHolders
Q1 20246,115$1.58M0.1%+181+3.1%AddedHolders
Q4 20235,934$1.34M<0.1%−461−7.2%ReducedHolders
Q3 20236,395$1.33M0.1%+880+16.0%AddedHolders
Q2 20235,515$1.06M<0.1%+267+5.1%AddedHolders
Q1 20235,248$1.02M<0.1%+488+10.3%AddedHolders
Q4 20224,760$1.05M<0.1%+28+0.6%AddedHolders
Q3 20224,732$860.7K<0.1%+126+2.7%AddedHolders
Q2 20224,606$905.4K<0.1%−518−10.1%ReducedHolders
Q1 20225,124$1.10M<0.1%−1,498−22.6%ReducedHolders
Q4 20216,622$1.28M0.1%−240−3.5%ReducedHolders
Q3 20216,862$1.19M0.1%−2,763−28.7%ReducedHolders
Q2 20219,625$1.53M0.1%−195−2.0%ReducedHolders
Q1 20219,820$1.55M0.1%––Holders

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