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Chubb shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 17k 288.39
2024-06-30 $4.3M 17k 255.08
2024-03-31 $3.6M 14k 259.12
2023-12-31 $3.6M 16k 226.00

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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Chubb

Vanguard Group
BlackRock
BlackRock
Berkshire Hathaway
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Capital Research Global Investors
Massachusetts Financial Services
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation

View all funds holding Chubb