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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

CB holding history

Chubb Ltd in every 13F filed by Avion Wealth, 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)
125
Value
$42.0K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of CB by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026125$42.0K<0.1%+5+4.2%AddedHolders
Q1 2026120$39.0K<0.1%+11+10.1%AddedHolders
Q4 2025109$34.0K<0.1%−249−69.6%ReducedHolders
Q3 2025358$101.0K<0.1%−9−2.5%ReducedHolders
Q2 2025367$106.0K<0.1%+29+8.6%AddedHolders
Q1 2025338$93.0K<0.1%00.0%UnchangedHolders
Q4 2024338$93.0K<0.1%+3+0.9%AddedHolders
Q3 2024335$96.0K<0.1%+278+487.7%AddedHolders
Q2 202457$14.0K<0.1%+2+3.6%AddedHolders
Q1 202455$15.0K<0.1%+8+17.0%AddedHolders
Q4 202347$11.0K<0.1%+9+23.7%AddedHolders
Q3 202338$7.00K<0.1%+19+100.0%AddedHolders
Q2 202319$3.00K<0.1%+6+46.2%AddedHolders
Q1 202313$2.00K<0.1%+13NewHolders
Q4 20210$00.0%−117−100.0%Sold outHolders
Q3 2021117$20.0K<0.1%00.0%UnchangedHolders
Q2 2021117$19.0K<0.1%00.0%UnchangedHolders
Q1 2021117$18.0K<0.1%––Holders

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