Skip to main content

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

CB holding history

Chubb Ltd in every 13F filed by Beacon Financial Group, 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)
9,794
Value
$3.34M
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of CB by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,794$3.34M0.3%−357−3.5%ReducedHolders
Q1 202610,151$3.31M0.3%+10,151NewHolders