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Chubb shares owned by BerganKDV Wealth Management

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

Historical chart of BerganKDV Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.6M 29k 192.56
2023-03-31 $5.7M 29k 194.18
2022-12-31 $6.2M 28k 220.60
2022-09-30 $4.9M 27k 181.89
2022-06-30 $5.1M 26k 196.58
2022-03-31 $6.1M 29k 213.90
2021-12-31 $5.2M 27k 193.30
2021-09-30 $4.8M 28k 173.47
2021-06-30 $4.3M 27k 158.95
2021-03-31 $4.1M 26k 157.98
2020-12-31 $3.8M 25k 153.93
2020-09-30 $2.8M 24k 116.13
2020-06-30 $2.8M 22k 126.64
2020-03-31 $270k 2.4k 111.85
2019-12-31 $386k 2.5k 155.58
2019-09-30 $402k 2.5k 161.64
2019-06-30 $364k 2.5k 147.31
2019-03-31 $349k 2.5k 139.99
2018-12-31 $297k 2.3k 129.36
2018-09-30 $330k 2.5k 133.55
2018-06-30 $285k 2.2k 126.84
2018-03-31 $302k 2.2k 136.65
2017-12-31 $333k 2.3k 145.99
2017-09-30 $397k 2.8k 142.45