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Livermore
Livermore
ZHEN

Wealth Alliance

SEC CIK
0001793904
Latest filing
Aug 11, 2026

CB holding history

Chubb Ltd in every 13F filed by Wealth Alliance, 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)
1,015
Value
$346.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CB by Wealth Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,015$346.0K<0.1%+68+7.2%AddedHolders
Q1 2026947$308.8K<0.1%+273+40.5%AddedHolders
Q4 2025674$210.2K<0.1%+674NewHolders
Q3 20250$00.0%−2,851−100.0%Sold outHolders
Q2 20252,851$826.0K0.1%+144+5.3%AddedHolders
Q1 20252,707$817.4K0.1%−416−13.3%ReducedHolders
Q4 20243,123$862.9K0.1%+35+1.1%AddedHolders
Q3 20243,088$890.7K0.1%−10.0%ReducedHolders
Q2 20243,089$787.9K0.1%−277−8.2%ReducedHolders
Q1 20243,366$872.3K0.1%−88−2.5%ReducedHolders
Q4 20233,454$780.6K0.1%−9−0.3%ReducedHolders
Q3 20233,463$720.9K0.1%−94−2.6%ReducedHolders
Q2 20233,557$685.0K0.1%−2,320−39.5%ReducedHolders
Q1 20235,877$1.14M0.2%+97+1.7%AddedHolders
Q4 20225,780$1.28M0.2%−45−0.8%ReducedHolders
Q3 20225,825$1.06M0.2%−152−2.5%ReducedHolders
Q2 20225,977$1.18M0.2%+2,790+87.5%AddedHolders
Q1 20223,187$682.0K0.1%+36+1.1%AddedHolders
Q4 20213,151$609.0K0.1%+41+1.3%AddedHolders
Q3 20213,110$540.0K0.1%+16+0.5%AddedHolders
Q2 20213,094$492.0K0.1%+33+1.1%AddedHolders
Q1 20213,061$484.0K0.1%––Holders

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