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Wealth Intelligence, LLC → CB

Wealth Intelligence, LLC CB Position History

Chubb Limited • Insurance

Quarters held
4
Latest value
$2.8M
Q3 2026
Peak value
$2.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.8M
Q1 2026$2.9M
Q2 2026$2.9M
Q3 2026$2.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.8M8.5K——
Q2 2026$2.9M8.5K——
Q1 2026$2.9M8.8K——
Q4 2025$2.8M9.1K——

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FPF

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$19.7M
FPF

FIRST TR EXCHANGE-TRADED FD

$18.7M
FPF

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$17.8M
FMN

FEDERATED HERMES TTL RTNBND ETF

$16.8M