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Chubb shares owned by Financial Strategies Group

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

Historical chart of Financial Strategies Group investment in Chubb

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

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Quarterly reported holdings in Chubb by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.3M 24k 257.71
2024-09-30 $6.7M 23k 288.71

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Ishares Tr Msci Intl Qualty (IQLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Fundamental Us L (FNDX)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Jp Morgan Em Etf (LEMB)
Apple (AAPL)

View all positions for Financial Strategies Group

Top funds holding Chubb

Vanguard Group
BlackRock
Berkshire Hathaway
T. Rowe Price Associates
State Street Corporation
FMR
Capital World Investors
Wellington Management Company
Capital Research Global Investors
Massachusetts Financial Services
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Wells Fargo & Company
Ameriprise Financial

View all funds holding Chubb