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Chubb shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $246k 721 340.74

More positions owned by Investment Planning Advisors

Spdr Series Trust St Str P500etf (SPYM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ea Series Trust Freedom 100 Em (FRDM)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds St Str Msci Glb (SPGM)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)

View all positions for Investment Planning Advisors

Top funds holding Chubb

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
T. Rowe Price Associates
GQG Partners
FMR
Geode Capital Management
Vanguard Portfolio Management
Massachusetts Financial Services
Wellington Management Company
Capital Research Global Investors
Capital World Investors
Ameriprise Financial
Morgan Stanley

View all funds holding Chubb