Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CB holding history

Chubb Ltd in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overview All 13F holders of CB Full Q2 2026 holdings

Shares (Q2 2026): 225,744
Value: $77.1M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of CB by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	225,744	$77.1M	1.0%	−2,694−1.2%	Reduced	Holders
Q1 2026	228,438	$74.3M	0.9%	−7,789−3.3%	Reduced	Holders
Q4 2025	236,227	$73.9M	1.0%	−1,843−0.8%	Reduced	Holders
Q3 2025	238,070	$67.4M	0.9%	−2,295−1.0%	Reduced	Holders
Q2 2025	240,365	$69.8M	1.0%	+1,140+0.5%	Added	Holders
Q1 2025	239,225	$72.4M	1.1%	+3,730+1.6%	Added	Holders
Q4 2024	235,495	$65.3M	0.9%	+4,414+1.9%	Added	Holders
Q3 2024	231,081	$66.8M	1.0%	−225−0.1%	Reduced	Holders
Q2 2024	231,306	$59.2M	0.9%	+738+0.3%	Added	Holders
Q1 2024	230,568	$59.9M	0.9%	−2,493−1.1%	Reduced	Holders
Q4 2023	233,061	$52.5M	0.9%	+5,973+2.6%	Added	Holders
Q3 2023	227,088	$47.4M	0.9%	+3,936+1.8%	Added	Holders
Q2 2023	223,152	$43.1M	0.7%	+15,120+7.3%	Added	Holders
Q1 2023	208,032	$40.5M	0.8%	+3,408+1.7%	Added	Holders
Q4 2022	204,624	$45.3M	0.9%	+2,575+1.3%	Added	Holders
Q3 2022	202,049	$36.9M	0.8%	+3,110+1.6%	Added	Holders
Q2 2022	198,939	$39.2M	0.8%	−712−0.4%	Reduced	Holders
Q1 2022	199,651	$42.8M	0.7%	+916+0.5%	Added	Holders
Q4 2021	198,735	$38.5M	0.7%	−1,710−0.9%	Reduced	Holders
Q3 2021	200,445	$34.9M	0.7%	+6,017+3.1%	Added	Holders
Q2 2021	194,428	$31.0M	0.6%	+310.0%	Added	Holders
Q1 2021	194,397	$30.9M	0.6%	–	–	Holders

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