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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

CB holding history

Chubb Ltd in every 13F filed by REDW 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of CB by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,605−100.0%Sold outHolders
Q3 20242,605$751.3K0.2%00.0%UnchangedHolders
Q2 20242,605$664.5K0.2%−600−18.7%ReducedHolders
Q1 20243,205$830.5K0.2%−865−21.3%ReducedHolders
Q4 20234,070$919.8K0.3%−1,764−30.2%ReducedHolders
Q3 20235,834$1.21M0.4%−1,652−22.1%ReducedHolders
Q2 20237,486$1.44M0.4%+18+0.2%AddedHolders
Q1 20237,468$1.45M0.5%+61+0.8%AddedHolders
Q4 20227,407$1.63M0.6%00.0%UnchangedHolders
Q3 20227,407$1.35M0.5%00.0%UnchangedHolders
Q2 20227,407$1.46M0.5%+678+10.1%AddedHolders
Q1 20226,729$1.44M0.4%+3,438+104.5%AddedHolders
Q4 20213,291$636.0K0.2%−7,553−69.7%ReducedHolders
Q3 202110,844$1.88M0.6%−1,640−13.1%ReducedHolders
Q2 202112,484$1.98M0.6%−2,140−14.6%ReducedHolders
Q1 202114,624$2.31M0.8%––Holders

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