SEC 13F Intelligence

Wealth Advisory Solutions, LLC / CB

Wealth Advisory Solutions, LLC’s Chubb Ltd Switz Position

Does Wealth Advisory Solutions, LLC own Chubb Ltd Switz (CB)? Yes — 18.1K shares worth $6M (+1.31% of its 13F portfolio) as of Q1 2026, up from 18.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
18.1K
% of Portfolio
+1.31%
Quarters Held
7
currently held

Position History CB

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.1K$6M+1.31%
Q4 202518.0K$6M+1.31%
Q3 202518.0K$5M+1.23%
Q2 202518.0K$5M+1.32%
Q1 202518.0K$5M+1.44%
Q4 202419.6K$5M+1.52%
Q3 20249.5K$3M+0.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of CB.