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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

CB holding history

Chubb Ltd in every 13F filed by RMR Wealth Builders, 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)
3,034
Value
$1.04M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CB by RMR Wealth Builders, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,034$1.04M0.1%−40−1.3%ReducedHolders
Q1 20263,074$1.01M0.1%−615−16.7%ReducedHolders
Q4 20253,689$1.15M0.1%+16+0.4%AddedHolders
Q3 20253,673$1.04M0.1%−1,064−22.5%ReducedHolders
Q2 20254,737$1.38M0.1%+205+4.5%AddedHolders
Q1 20254,532$1.37M0.1%+49+1.1%AddedHolders
Q4 20244,483$1.24M0.1%+110+2.5%AddedHolders
Q3 20244,373$1.26M0.1%00.0%UnchangedHolders
Q2 20244,373$1.12M0.1%+21+0.5%AddedHolders
Q1 20244,352$1.13M0.1%−20−0.5%ReducedHolders
Q4 20234,372$988.1K0.1%+152+3.6%AddedHolders
Q3 20234,220$878.6K0.1%−71−1.7%ReducedHolders
Q2 20234,291$830.1K0.1%00.0%UnchangedHolders
Q1 20234,291$833.2K0.2%+10.0%AddedHolders
Q4 20224,290$949.8K0.2%−194−4.3%ReducedHolders
Q3 20224,484$819.0K0.2%00.0%UnchangedHolders
Q2 20224,484$885.0K0.2%+7+0.2%AddedHolders
Q1 20224,477$961.0K0.2%+4,477NewHolders
Q4 20210$00.0%−5,152−100.0%Sold outHolders
Q3 20215,152$898.0K0.3%00.0%UnchangedHolders
Q2 20215,152$823.0K0.3%+10.0%AddedHolders
Q1 20215,151$814.0K0.2%––Holders

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