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
Download as csv Download as ExcelQuarterly 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 |