Chubb shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Chubb (CB) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Chubb
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Quarterly reported holdings in Chubb by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.6M | 8.3k | 312.12 |
| 2025-09-30 | $743k | 2.6k | 282.25 |
| 2025-03-31 | $371k | 1.2k | 301.97 |
| 2024-12-31 | $450k | 1.6k | 276.30 |
| 2024-09-30 | $2.5M | 8.7k | 288.39 |
| 2024-06-30 | $1.4M | 5.7k | 255.08 |
| 2024-03-31 | $1.5M | 5.7k | 259.13 |
| 2023-12-31 | $1.3M | 5.6k | 226.00 |
| 2023-09-30 | $969k | 4.7k | 208.18 |