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Chubb shares owned by Center for Wealth Management Advisory

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

Historical chart of Center for Wealth Management Advisory investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Center for Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 5.7k 312.13

More positions owned by Center for Wealth Management Advisory

Invesco Exchange Traded Fd T Large Cap Growth (PWB)
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First Tr Exchange-traded SHS (FVD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
Broadcom (AVGO)
Morgan Stanley Com New (MS)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
FedEx Corporation (FDX)
Abbott Laboratories (ABT)
CVS Caremark Corporation (CVS)

View all positions for Center for Wealth Management Advisory

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
GQG Partners
FMR
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Ameriprise Financial
Wells Fargo & Company
AQR Capital Management
Raymond James Financial

View all funds holding Chubb