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Livermore
Livermore
ZHEN

Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

CB holding history

Chubb Ltd in every 13F filed by Carson Advisory 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)
1,398
Value
$476.4K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of CB by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,398$476.4K0.2%+18+1.3%AddedHolders
Q1 20261,380$449.6K0.2%−21−1.5%ReducedHolders
Q4 20251,401$437.3K0.2%00.0%UnchangedHolders
Q3 20251,401$395.3K0.2%+13+0.9%AddedHolders
Q2 20251,388$402.1K0.3%+8+0.6%AddedHolders
Q1 20251,380$416.9K0.3%00.0%UnchangedHolders
Q4 20241,380$381.3K0.3%−20−1.4%ReducedHolders
Q3 20241,400$403.9K0.3%−88−5.9%ReducedHolders
Q2 20241,488$379.5K0.3%−75−4.8%ReducedHolders
Q1 20241,563$405.1K0.3%+2+0.1%AddedHolders
Q4 20231,561$352.7K0.3%+14+0.9%AddedHolders
Q3 20231,547$322.1K0.3%+294+23.5%AddedHolders
Q2 20231,253$241.4K0.2%00.0%UnchangedHolders
Q1 20231,253$243.3K0.2%−299−19.3%ReducedHolders
Q4 20221,552$342.4K0.3%+22+1.4%AddedHolders
Q3 20221,530$278.0K0.3%−23−1.5%ReducedHolders
Q2 20221,553$305.0K0.3%+101+7.0%AddedHolders
Q1 20221,452$311.0K0.3%+37+2.6%AddedHolders
Q4 20211,415$274.0K0.3%–No prior filingHolders