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Chubb shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $534k 1.9k 288.43
2024-03-31 $484k 1.9k 254.78

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Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Chubb

Vanguard Group
BlackRock
Berkshire Hathaway
State Street Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Geode Capital Management
Jpmorgan Chase & Co
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Lazard Asset Management
Deutsche Bank Aktiengesellschaft
Raymond James & Associates
Ontario Teachers' Pension Plan Board

View all funds holding Chubb