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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

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Quarterly reported holdings in Chubb by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 14k 288.39
2024-06-30 $3.5M 14k 252.51