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HighRoad Wealth Advisors, LLC

SEC CIK
0002079807
Latest filing
Jul 21, 2026

CB holding history

Chubb Ltd in every 13F filed by HighRoad Wealth Advisors, 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)
647
Value
$220.5K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of CB by HighRoad Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026647$220.5K0.2%00.0%UnchangedHolders
Q1 2026647$210.9K0.2%+647NewHolders