GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CB holding history

Chubb Ltd in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overview All 13F holders of CB Full Q2 2026 holdings

Shares (Q2 2026): 99,590
Value: $33.9M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CB by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	99,590	$33.9M	0.1%	+2,956+3.1%	Added	Holders
Q1 2026	96,634	$31.5M	0.1%	−6,829−6.6%	Reduced	Holders
Q4 2025	103,463	$32.3M	0.1%	+27,324+35.9%	Added	Holders
Q3 2025	76,139	$21.5M	0.1%	+12,461+19.6%	Added	Holders
Q2 2025	63,678	$18.4M	0.1%	+1,779+2.9%	Added	Holders
Q1 2025	61,899	$18.7M	0.1%	−13,012−17.4%	Reduced	Holders
Q4 2024	74,911	$20.7M	0.1%	+7,002+10.3%	Added	Holders
Q3 2024	67,909	$19.6M	0.1%	−591−0.9%	Reduced	Holders
Q2 2024	68,500	$17.5M	0.1%	+43+0.1%	Added	Holders
Q1 2024	68,457	$17.7M	0.2%	−7,430−9.8%	Reduced	Holders
Q4 2023	75,887	$17.6M	0.2%	+526+0.7%	Added	Holders
Q3 2023	75,361	$15.7M	0.2%	−126,431−62.7%	Reduced	Holders
Q2 2023	201,792	$38.9M	0.4%	+945+0.5%	Added	Holders
Q1 2023	200,847	$39.0M	0.5%	+17,303+9.4%	Added	Holders
Q4 2022	183,544	$7.54M	0.2%	+7,243+4.1%	Added	Holders
Q3 2022	176,301	$32.1M	0.5%	+26,701+17.8%	Added	Holders
Q2 2022	149,600	$29.4M	0.5%	+114,329+324.1%	Added	Holders
Q1 2022	35,271	$7.54M	0.1%	+10,614+43.0%	Added	Holders
Q4 2021	24,657	$4.77M	0.1%	+14,356+139.4%	Added	Holders
Q3 2021	10,301	$1.79M	<0.1%	−4,275−29.3%	Reduced	Holders
Q2 2021	14,576	$2.32M	0.1%	+533+3.8%	Added	Holders
Q1 2021	14,043	$2.22M	0.1%	–	–	Holders

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