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Chubb shares owned by Crestmont Private Wealth

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

Historical chart of Crestmont Private Wealth investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 753 288.39

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
S&p Global (SPGI)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crestmont Private Wealth

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