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Finivi Inc.

SEC CIK
0002101641
Latest filing
Jul 9, 2026

CB holding history

Chubb Ltd in every 13F filed by Finivi 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)
3,000
Value
$1.02M
% of portfolio
0.5%
Quarters held
12
Since Q4 2021
Holdings of CB by Finivi Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,000$1.02M0.5%00.0%UnchangedHolders
Q1 20263,000$977.8K0.5%00.0%UnchangedHolders
Q4 20253,000$936.4K0.5%00.0%UnchangedHolders
Q3 20253,000$846.8K0.5%00.0%UnchangedHolders
Q2 20253,000$869.2K0.6%00.0%UnchangedHolders
Q1 20253,000$906.0K0.7%00.0%UnchangedHolders
Q4 20243,000$828.9K0.7%00.0%UnchangedHolders
Q3 20243,000$865.2K0.7%00.0%UnchangedHolders
Q2 20243,000$765.2K0.6%00.0%UnchangedHolders
Q1 20243,000$777.4K0.7%00.0%UnchangedHolders
Q4 20233,000$678.0K0.7%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20213,000$579.9K0.6%–No prior filingHolders