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Chubb shares owned by Estate Planners Group

Quarter-by-quarter ownership of Chubb (CB) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $28k 90 312.12

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
GQG Partners
FMR
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Ameriprise Financial
Wells Fargo & Company
AQR Capital Management
Raymond James Financial

View all funds holding Chubb