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One Wealth Advisors, LLC

SEC CIK
0001725297
Latest filing
Aug 6, 2026

CB holding history

Chubb Ltd in every 13F filed by One 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 2026)
4,055
Value
$1.38M
% of portfolio
0.2%
Quarters held
8
Since Q4 2022
Holdings of CB by One Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,055$1.38M0.2%+772+23.5%AddedHolders
Q1 20263,283$1.07M0.1%+73+2.3%AddedHolders
Q4 20253,210$1.00M0.1%+3,210NewHolders
Q1 20250$00.0%−725−100.0%Sold outHolders
Q4 2024725$200.3K<0.1%−172−19.2%ReducedHolders
Q3 2024897$259.5K<0.1%00.0%UnchangedHolders
Q2 2024897$242.4K0.1%−4−0.4%ReducedHolders
Q1 2024901$234.3K<0.1%+901NewHolders
Q1 20230$00.0%−619−100.0%Sold outHolders
Q4 2022619$136.6K<0.1%+619NewHolders