Chubb shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Chubb (CB) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Chubb
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Quarterly reported holdings in Chubb by Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $96k | 335 | 286.57 |
| 2024-06-30 | $14k | 57 | 245.61 |
| 2024-03-31 | $15k | 55 | 272.73 |
| 2023-12-31 | $11k | 47 | 234.04 |
| 2023-09-30 | $7.4k | 38 | 194.44 |
| 2023-06-30 | $3.6k | 19 | 187.50 |
| 2023-03-31 | $2.0k | 13 | 153.85 |
| 2021-09-30 | $20k | 117 | 170.94 |
| 2021-06-30 | $19k | 117 | 162.39 |
| 2021-03-31 | $18k | 117 | 153.85 |
| 2020-12-31 | $18k | 117 | 153.85 |
| 2020-09-30 | $14k | 117 | 119.66 |
| 2020-06-30 | $15k | 117 | 128.21 |
| 2020-03-31 | $13k | 117 | 111.11 |
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