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Chubb shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 29k 226.00
2023-09-30 $6.0M 29k 208.18
2023-06-30 $5.3M 28k 192.56
2023-03-31 $5.1M 26k 194.18
2022-12-31 $5.8M 26k 220.60
2022-09-30 $4.2M 23k 181.90
2022-06-30 $4.3M 22k 196.58
2022-03-31 $4.4M 21k 213.91
2021-12-31 $3.6M 19k 193.33

More positions owned by HB Wealth Management

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Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

Top funds holding Chubb

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Massachusetts Financial Services
Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Deutsche Bank Aktiengesellschaft
Raymond James & Associates
Lazard Asset Management
Ontario Teachers' Pension Plan Board
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Chubb