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Chubb shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Chubb (CB) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $74k 284 259.13
2023-12-31 $64k 285 226.00

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding Chubb

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Massachusetts Financial Services
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Deutsche Bank Aktiengesellschaft
Lazard Asset Management
Raymond James & Associates
Ontario Teachers' Pension Plan Board
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Chubb