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Livermore
Livermore
ZHEN

RBA Wealth Management, LLC

SEC CIK
0001776296
Latest filing
Jul 23, 2026

CB holding history

Chubb Ltd in every 13F filed by RBA Wealth Management, 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)
728
Value
$248.1K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of CB by RBA Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026728$248.1K0.1%−365−33.4%ReducedHolders
Q1 20261,093$356.3K0.1%−40−3.5%ReducedHolders
Q4 20251,133$353.7K0.1%−22−1.9%ReducedHolders
Q3 20251,155$326.0K0.1%00.0%UnchangedHolders
Q2 20251,155$334.6K0.1%−18−1.5%ReducedHolders
Q1 20251,173$354.2K0.1%−342−22.6%ReducedHolders
Q4 20241,515$418.7K0.2%00.0%UnchangedHolders
Q3 20241,515$437.0K0.2%−70−4.4%ReducedHolders
Q2 20241,585$404.4K0.2%−326−17.1%ReducedHolders
Q1 20241,911$495.3K0.2%−38−1.9%ReducedHolders
Q4 20231,949$440.5K0.2%−51−2.6%ReducedHolders
Q3 20232,000$416.4K0.2%00.0%UnchangedHolders
Q2 20232,000$385.1K0.2%−78−3.8%ReducedHolders
Q1 20232,078$403.5K0.2%−10−0.5%ReducedHolders
Q4 20222,088$460.6K0.2%00.0%UnchangedHolders
Q3 20222,088$380.0K0.2%−40−1.9%ReducedHolders
Q2 20222,128$418.0K0.2%−2−0.1%ReducedHolders
Q1 20222,130$456.0K0.2%−120−5.3%ReducedHolders
Q4 20212,250$435.0K0.2%+2,250NewHolders
Q2 20210$00.0%−2,522−100.0%Sold outHolders
Q1 20212,522$398.4K0.3%––Holders

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