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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

CB holding history

Chubb Ltd in every 13F filed by Wealthspire 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 2026)
9,863
Value
$3.36M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CB by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,863$3.36M<0.1%+5,527+127.5%AddedHolders
Q1 20264,336$1.41M<0.1%−2,307−34.7%ReducedHolders
Q4 20256,643$2.07M<0.1%+1,945+41.4%AddedHolders
Q3 20254,698$1.33M<0.1%+1,327+39.4%AddedHolders
Q2 20253,371$976.7K<0.1%−385−10.3%ReducedHolders
Q1 20253,756$1.13M<0.1%+15+0.4%AddedHolders
Q4 20243,741$1.03M<0.1%−150−3.9%ReducedHolders
Q3 20243,891$1.12M<0.1%+213+5.8%AddedHolders
Q2 20243,678$938.3K<0.1%+97+2.7%AddedHolders
Q1 20243,581$927.9K<0.1%−86−2.3%ReducedHolders
Q4 20233,667$828.8K<0.1%+203+5.9%AddedHolders
Q3 20233,464$721.0K<0.1%+1,212+53.8%AddedHolders
Q2 20232,252$433.6K<0.1%−162−6.7%ReducedHolders
Q1 20232,414$468.8K<0.1%+164+7.3%AddedHolders
Q4 20222,250$496.3K<0.1%+830+58.5%AddedHolders
Q3 20221,420$258.0K<0.1%−653−31.5%ReducedHolders
Q2 20222,073$407.0K<0.1%+2,073NewHolders
Q1 20220$00.0%−1,370−100.0%Sold outHolders
Q4 20211,370$265.0K<0.1%−3,155−69.7%ReducedHolders
Q3 20214,525$785.0K<0.1%+4,525NewHolders
Q2 20210$00.0%−3,558−100.0%Sold outHolders
Q1 20213,558$562.0K<0.1%––Holders

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