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Chubb shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Chubb (CB) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 659 312.12
2022-06-30 $12k 58 206.90
2022-03-31 $23k 108 212.96
2021-12-31 $10k 58 172.41
2021-09-30 $8.0k 58 137.93
2021-06-30 $8.0k 58 137.93
2021-03-31 $8.0k 58 137.93
2020-12-31 $8.0k 58 137.93

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Optimized (SUSA)

View all positions for Charter Oak Capital Management

Top funds holding Chubb

Vanguard Group
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FMR
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Raymond James Financial

View all funds holding Chubb