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Surevest, LLC

SEC CIK
0001593842
Latest filing
Nov 14, 2022

CB holding history

Chubb Ltd in every 13F filed by Surevest, 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 Q3 2022 holdings

Shares (Q3 2022)
13,050
Value
$2.37M
% of portfolio
0.6%
Quarters held
4
Since Q4 2021
Holdings of CB by Surevest, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202213,050$2.37M0.6%+1,492+12.9%AddedHolders
Q2 202211,558$2.27M0.6%+2,992+34.9%AddedHolders
Q1 20228,566$1.83M0.4%+8,547+44,984.2%AddedHolders
Q4 202119$4.00K<0.1%+19NewHolders