Skip to main content

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CB holding history

Chubb Ltd in every 13F filed by Beacon Pointe 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)
87,379
Value
$29.8M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CB by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,379$29.8M0.1%+11,694+15.5%AddedHolders
Q1 202675,685$24.7M0.1%+26,438+53.7%AddedHolders
Q4 202549,247$15.4M0.1%+207+0.4%AddedHolders
Q3 202549,040$13.8M0.1%+6,327+14.8%AddedHolders
Q2 202542,713$12.4M0.1%+363+0.9%AddedHolders
Q1 202542,350$12.8M0.1%+1,076+2.6%AddedHolders
Q4 202441,274$11.4M0.1%+823+2.0%AddedHolders
Q3 202440,451$11.7M0.1%−6,192−13.3%ReducedHolders
Q2 202446,643$11.9M0.1%−1,771−3.7%ReducedHolders
Q1 202448,414$12.5M0.1%−816−1.7%ReducedHolders
Q4 202349,230$11.1M0.1%+8,411+20.6%AddedHolders
Q3 202340,819$8.50M0.1%+18,562+83.4%AddedHolders
Q2 202322,257$4.29M0.1%−1,157−4.9%ReducedHolders
Q1 202323,414$4.55M0.1%+650+2.9%AddedHolders
Q4 202222,764$5.02M0.1%+3,221+16.5%AddedHolders
Q3 202219,543$3.55M0.1%+528+2.8%AddedHolders
Q2 202219,015$3.75M0.1%−2,677−12.3%ReducedHolders
Q1 202221,692$4.64M0.1%+17,261+389.6%AddedHolders
Q4 20214,431$857.0K<0.1%−16,047−78.4%ReducedHolders
Q3 202120,478$3.55M0.1%+17,710+639.8%AddedHolders
Q2 20212,768$440.0K<0.1%+1,142+70.2%AddedHolders
Q1 20211,626$258.0K<0.1%––Holders

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