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Chubb shares owned by Encompass Wealth Advisors

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

Historical chart of Encompass Wealth Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $827k 2.9k 288.39
2024-06-30 $731k 2.9k 255.08
2024-03-31 $743k 2.9k 259.13
2023-09-30 $644k 3.1k 208.18
2023-06-30 $596k 3.1k 192.56
2023-03-31 $601k 3.1k 194.18
2022-12-31 $683k 3.1k 220.60
2022-09-30 $563k 3.1k 181.97
2022-06-30 $473k 2.4k 196.51
2022-03-31 $515k 2.4k 213.96
2021-12-31 $465k 2.4k 193.19
2021-09-30 $417k 2.4k 173.24
2021-06-30 $382k 2.4k 158.70
2021-03-31 $415k 2.4k 172.41
2020-12-31 $1.0k 6 166.67