Chubb shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Chubb (CB) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Chubb
Tip: Access up to 7 years of quarterly data
All positions including Chubb held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chubb by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 14k | 282.23 |
| 2025-06-30 | $4.0M | 14k | 289.70 |
| 2025-03-31 | $3.9M | 14k | 284.47 |
| 2024-12-31 | $2.7M | 10k | 266.49 |
| 2024-09-30 | $3.1M | 11k | 288.38 |
| 2024-06-30 | $3.4M | 13k | 255.08 |
| 2024-03-31 | $3.1M | 12k | 259.12 |
| 2023-12-31 | $2.3M | 10k | 225.99 |
| 2023-09-30 | $2.2M | 11k | 208.17 |
| 2023-06-30 | $2.0M | 10k | 192.56 |
| 2023-03-31 | $2.0M | 10k | 194.18 |
| 2022-12-31 | $2.2M | 9.9k | 220.60 |
| 2022-09-30 | $1.8M | 9.7k | 181.85 |
| 2022-06-30 | $1.9M | 9.8k | 193.75 |
| 2022-03-31 | $2.0M | 9.5k | 213.90 |
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