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Chubb shares owned by Clark Wealth Partners

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

Historical chart of Clark Wealth Partners investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Clark Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.8k 30 326.73
2025-12-31 $5.9k 19 312.11
2025-09-30 $5.9k 19 312.11
2025-06-30 $5.5k 19 289.74
2025-03-31 $5.7k 19 302.00
2024-12-31 $5.3k 19 276.32

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Fidelity Covington Trust High Divid Etf (FDVV)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Gold Tr Gold Shs (GLD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
McDonald's Corporation (MCD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Clark Wealth Partners

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
GQG Partners
FMR
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Capital World Investors
Ameriprise Financial
Morgan Stanley

View all funds holding Chubb