Monticello Wealth Management »

Chubb shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Monticello Wealth Management 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 Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 705 340.74

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Chubb

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

View all funds holding Chubb