Back to CB
Amplius Wealth Advisors, LLC → CB
Amplius Wealth Advisors, LLC CB Position History
Chubb Limited • Insurance
Quarters held
4
Latest value
$24M
Q3 2026
Peak value
$25M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $23.2M |
| Q1 2026 | $24.6M |
| Q2 2026 | $25M |
| Q3 2026 | $24M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24M | 73.8K | — | — |
| Q2 2026 | $25M | 73.4K | — | — |
| Q1 2026 | $24.6M | 75.3K | — | — |
| Q4 2025 | $23.2M | 74.3K | — | — |
Other funds holding CB
$11.7B
$11.2B
$10.7B
$10.5B
$10.1B
$9.3B