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Chubb shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Chubb (CB) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Chubb

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All positions including Chubb held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $686k 2.6k 259.14
2023-12-31 $569k 2.5k 226.01
2023-09-30 $520k 2.5k 208.19
2023-06-30 $468k 2.4k 192.57
2023-03-31 $451k 2.3k 194.19
2022-12-31 $524k 2.4k 220.61
2022-09-30 $386k 2.1k 181.90
2022-06-30 $417k 2.1k 196.51
2022-03-31 $435k 2.0k 214.07
2021-12-31 $377k 2.0k 193.33
2021-09-30 $326k 1.9k 173.59
2021-06-30 $274k 1.7k 158.84
2021-03-31 $271k 1.7k 157.74
2020-12-31 $146k 947 154.17
2020-09-30 $101k 872 115.83
2020-06-30 $82k 648 126.54
2020-03-31 $391k 3.5k 111.71
2019-12-31 $531k 3.4k 155.54