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Chubb shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Chubb

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025325k330k335k340k11801200122012401260
Value ($)Share countHistorical CB position of Fundamentun Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Chubb by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $327k 1.2k 276.40
2024-09-30 $340k 1.2k 288.40
2024-06-30 $324k 1.3k 255.09

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding Chubb

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

View all funds holding Chubb