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Chubb shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $983k 3.5k 277.18
2024-06-30 $922k 3.5k 259.88
2024-03-31 $907k 3.7k 245.39
2023-12-31 $835k 3.7k 226.00

More positions owned by Gratus Wealth Advisors

Ishares Tr Core Div Grwth (DGRO)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibonds Dec24 Etf (IBDP)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Nas100 Eq Weighted SHS (QQEW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth Advisors

Top funds holding Chubb

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

View all funds holding Chubb