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Livermore
Livermore
ZHEN

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

CB holding history

Chubb Ltd in every 13F filed by Herold Advisors, Inc., 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)
9,020
Value
$3.07M
% of portfolio
0.6%
Quarters held
18
Since Q1 2022
Holdings of CB by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,020$3.07M0.6%+10.0%AddedHolders
Q1 20269,019$2.94M0.6%+1,389+18.2%AddedHolders
Q4 20257,630$2.38M0.5%+10.0%AddedHolders
Q3 20257,629$2.15M0.5%+841+12.4%AddedHolders
Q2 20256,788$1.97M0.4%−1,299−16.1%ReducedHolders
Q1 20258,087$2.44M0.5%+701+9.5%AddedHolders
Q4 20247,386$2.04M0.4%+19+0.3%AddedHolders
Q3 20247,367$2.12M0.5%00.0%UnchangedHolders
Q2 20247,367$1.88M0.4%00.0%UnchangedHolders
Q1 20247,367$1.91M0.5%−3,792−34.0%ReducedHolders
Q4 202311,159$2.52M0.7%00.0%UnchangedHolders
Q3 202311,159$2.32M0.7%+791+7.6%AddedHolders
Q2 202310,368$2.00M0.6%+542+5.5%AddedHolders
Q1 20239,826$1.91M0.7%−66−0.7%ReducedHolders
Q4 20229,892$2.18M0.9%+10.0%AddedHolders
Q3 20229,891$1.80M0.9%−45−0.5%ReducedHolders
Q2 20229,936$1.95M0.9%+311+3.2%AddedHolders
Q1 20229,625$2.06M0.7%+9,625NewHolders