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StrongBox Wealth, LLC

SEC CIK
0001812155
Latest filing
Jul 23, 2026

CB holding history

Chubb Ltd in every 13F filed by StrongBox Wealth, 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)
1,744
Value
$594.3K
% of portfolio
0.2%
Quarters held
11
Since Q1 2023
Holdings of CB by StrongBox Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,744$594.3K0.2%+15+0.9%AddedHolders
Q1 20261,729$563.5K0.2%+82+5.0%AddedHolders
Q4 20251,647$514.1K0.2%+49+3.1%AddedHolders
Q3 20251,598$451.0K0.2%+355+28.6%AddedHolders
Q2 20251,243$360.1K0.1%+57+4.8%AddedHolders
Q1 20251,186$358.2K0.1%−1,035−46.6%ReducedHolders
Q4 20242,221$613.7K0.3%−33−1.5%ReducedHolders
Q3 20242,254$650.0K0.3%+2,254NewHolders
Q4 20230$00.0%−1,077−100.0%Sold outHolders
Q3 20231,077$224.2K0.1%−115−9.6%ReducedHolders
Q2 20231,192$229.5K0.1%+152+14.6%AddedHolders
Q1 20231,040$201.9K0.1%+1,040NewHolders