Copia Wealth Management »

Chubb shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chubb by Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 45 282.24
2025-06-30 $13k 45 289.71
2025-03-31 $14k 45 302.00
2024-12-31 $12k 45 276.31

More positions owned by Copia Wealth Management

Strive Enhanced Income Short Maturity Etf Etf (BUXX)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Us Treasury 3 Month Bill Etf Etf (TBIL)
Spdr Gold Shares Etf (GLD)
Us Treasury 6 Month Bill Etf Etf (XBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Russell 2000 Etf Etf (VTWO)
Eldridge Aaa Clo Etf Etf (CLOX)
Simplify Health Care Etf Etf (PINK)
Pacer Us Small Cap Cash Cows Etf Etf (CALF)

View all positions for Copia Wealth Management

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
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Raymond James Financial

View all funds holding Chubb