Chubb shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Chubb (CB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Chubb
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Quarterly reported holdings in Chubb by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 787 | 282.24 |
| 2025-06-30 | $271k | 935 | 289.86 |
| 2025-03-31 | $282k | 935 | 301.98 |
| 2024-12-31 | $262k | 947 | 276.43 |
| 2024-09-30 | $317k | 1.1k | 288.38 |
| 2024-06-30 | $165k | 646 | 255.26 |
| 2024-03-31 | $167k | 646 | 259.11 |
| 2023-12-31 | $146k | 645 | 226.13 |
| 2023-09-30 | $126k | 606 | 208.11 |
| 2023-06-30 | $117k | 605 | 192.60 |
| 2023-03-31 | $140k | 723 | 194.05 |
| 2022-12-31 | $145k | 655 | 220.60 |
| 2022-09-30 | $70k | 382 | 181.88 |
| 2022-06-30 | $75k | 382 | 196.34 |
| 2022-03-31 | $91k | 425 | 214.12 |
| 2021-12-31 | $82k | 425 | 193.31 |
| 2021-06-30 | $2.0k | 14 | 142.86 |
| 2020-12-31 | $2.0k | 14 | 142.86 |
| 2019-12-31 | $8.7k | 56 | 155.66 |