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Doyle Wealth Management

SEC CIK
0001698219
Latest filing
Nov 15, 2022

CB holding history

Chubb Ltd in every 13F filed by Doyle Wealth Management, 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 Q3 2022 holdings

Shares (Q3 2022)
54,158
Value
$9.85M
% of portfolio
0.8%
Quarters held
7
Since Q1 2021
Holdings of CB by Doyle Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202254,158$9.85M0.8%−916−1.7%ReducedHolders
Q2 202255,074$10.8M0.9%−1,246−2.2%ReducedHolders
Q1 202256,320$12.0M0.9%−631−1.1%ReducedHolders
Q4 202156,951$11.0M0.8%−928−1.6%ReducedHolders
Q3 202157,879$10.0M0.8%−786−1.3%ReducedHolders
Q2 202158,665$9.32M0.8%+117+0.2%AddedHolders
Q1 202158,548$9.25M0.9%––Holders

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