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Chubb shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $276k 977 282.24
2025-06-30 $320k 1.1k 289.72
2025-03-31 $305k 1.0k 302.09
2024-12-31 $239k 866 276.37
2024-09-30 $230k 797 288.44

More positions owned by Aprio Wealth Management

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Proshares Tr DJ BRKFLD GLB (TOLZ)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alps Etf Tr Alerian Mlp (AMLP)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Aprio Wealth Management

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
GQG Partners
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Morgan Stanley
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company

View all funds holding Chubb