Skip to main content

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

CB holding history

Chubb Ltd in every 13F filed by Arete Wealth Advisors, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of CB by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−1,182−100.0%Sold outHolders
Q1 20251,182$357.0K<0.1%+114+10.7%AddedHolders
Q4 20241,068$295.0K<0.1%+370+53.0%AddedHolders
Q3 2024698$201.0K<0.1%−365−34.3%ReducedHolders
Q2 20241,063$271.0K<0.1%+1,063NewHolders
Q1 20240$00.0%−1,261−100.0%Sold outHolders
Q4 20231,261$285.1K<0.1%+9+0.7%AddedHolders
Q3 20231,252$260.7K<0.1%+52+4.3%AddedHolders
Q2 20231,200$231.0K<0.1%−165−12.1%ReducedHolders
Q1 20231,365$265.0K<0.1%+50+3.8%AddedHolders
Q4 20221,315$290.0K<0.1%+13+1.0%AddedHolders
Q3 20221,302$237.0K<0.1%+1,302NewHolders
Q2 20220$00.0%−1,221−100.0%Sold outHolders
Q1 20221,221$261.0K<0.1%−52−4.1%ReducedHolders
Q4 20211,273$246.0K<0.1%+1,273NewHolders