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Chubb shares owned by LRI Investments

Quarter-by-quarter ownership of Chubb (CB) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Chubb

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All positions including Chubb held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $787k 2.7k 286.93
2024-06-30 $346k 1.4k 255.08
2024-03-31 $274k 1.1k 259.13

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Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
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Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Vanguard Real Estate Etf Etf (VNQ)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for LRI Investments

Top funds holding Chubb

Vanguard Group
BlackRock
BlackRock
Berkshire Hathaway
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Capital Research Global Investors
Massachusetts Financial Services
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation

View all funds holding Chubb