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Chubb shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Chubb (CB) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 730 282.08
2025-06-30 $206k 710 289.78
2025-03-31 $213k 707 301.88

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
GQG Partners
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Morgan Stanley
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company

View all funds holding Chubb