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Chubb shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $336k 1.2k 276.30
2024-09-30 $363k 1.3k 288.39
2023-12-31 $348k 1.5k 226.00

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Mega Grwth Ind (MGK)
Ishares Msci Emrg Chn (EMXC)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Russell 2000 Etf (IWM)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)

View all positions for Bennett Associates Wealth Management

Top funds holding Chubb

Vanguard Group
BlackRock
Berkshire Hathaway
T. Rowe Price Associates
State Street Corporation
FMR
Capital World Investors
Wellington Management Company
Capital Research Global Investors
Massachusetts Financial Services
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Wells Fargo & Company
Ameriprise Financial

View all funds holding Chubb