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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

CB holding history

Chubb Ltd in every 13F filed by Waldron Private 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q2 2021
Holdings of CB by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,330−100.0%Sold outHolders
Q4 20242,330$645.9K<0.1%−599−20.5%ReducedHolders
Q3 20242,929$844.7K<0.1%+159+5.7%AddedHolders
Q2 20242,770$709.1K<0.1%−56−2.0%ReducedHolders
Q1 20242,826$734.7K<0.1%+64+2.3%AddedHolders
Q4 20232,762$626.6K<0.1%−16−0.6%ReducedHolders
Q3 20232,778$580.7K<0.1%+121+4.6%AddedHolders
Q2 20232,657$514.0K<0.1%−165−5.8%ReducedHolders
Q1 20232,822$550.3K<0.1%+273+10.7%AddedHolders
Q4 20222,549$465.0K<0.1%00.0%UnchangedHolders
Q3 20222,549$465.0K<0.1%−355−12.2%ReducedHolders
Q2 20222,904$572.0K<0.1%−130−4.3%ReducedHolders
Q1 20223,034$651.0K<0.1%−208−6.4%ReducedHolders
Q4 20213,242$629.0K<0.1%+157+5.1%AddedHolders
Q3 20213,085$537.0K<0.1%+372+13.7%AddedHolders
Q2 20212,713$433.0K<0.1%+2,713NewHolders