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Chubb shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 1.2k 288.39

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)

View all positions for Discipline Wealth Solutions

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