SEC 13F Intelligence

Constant Guidance Financial LLC / CB

Constant Guidance Financial LLC’s Chubb Ltd Switz Position

Does Constant Guidance Financial LLC own Chubb Ltd Switz (CB)? Yes — 7.0K shares worth $2M (+1.58% of its 13F portfolio) as of Q1 2026, down from 10.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
7.0K
% of Portfolio
+1.58%
Quarters Held
6
currently held

Position History CB

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.0K$2M+1.58%
Q4 202510.3K$3M+2.27%
Q3 20257.9K$2M+1.79%
Q2 202511.2K$3M+3.25%
Q1 20258.7K$3M+3.29%
Q4 202420.8K$6M+4.96%

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