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Chubb shares owned by Advisor OS

Quarter-by-quarter ownership of Chubb (CB) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Chubb

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All positions including Chubb held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 7.1k 312.12
2025-09-30 $2.0M 7.1k 282.26
2025-06-30 $943k 3.3k 289.72
2025-03-31 $861k 2.9k 302.00
2024-12-31 $581k 2.1k 276.30
2024-09-30 $211k 732 288.50