Intergy Private Wealth »

Chubb shares owned by Intergy Private Wealth

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

Historical chart of Intergy Private Wealth investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Intergy Private Wealth 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 Intergy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 699 312.12
2024-09-30 $205k 710 288.39

More positions owned by Intergy Private Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Esg Awr Msci Em (ESGE)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Intergy Private Wealth

Top funds holding Chubb

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

View all funds holding Chubb