Chubb shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Chubb (CB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Chubb
Tip: Access up to 7 years of quarterly data
All positions including Chubb held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Chubb by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 13k | 282.25 |
| 2025-06-30 | $3.7M | 13k | 289.72 |
| 2025-03-31 | $4.1M | 14k | 301.99 |
| 2024-12-31 | $3.7M | 14k | 276.30 |
| 2024-09-30 | $4.0M | 14k | 288.39 |
| 2024-06-30 | $3.5M | 14k | 252.51 |
More positions owned by Heritage Wealth Management
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