Icon Wealth Advisors »

Chubb shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chubb by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $717k 2.5k 282.30
2025-06-30 $997k 3.4k 289.72
2025-03-31 $1.0M 3.4k 301.99
2024-12-31 $663k 2.4k 276.30
2024-09-30 $692k 2.4k 288.39
2024-03-31 $237k 916 259.13
2023-12-31 $133k 587 226.00

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
GQG Partners
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Morgan Stanley
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company

View all funds holding Chubb