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Chubb shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 642 312.01

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPSM)
Profesionally Managed Portfo Akre Focus Etf
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Montz Harcus Wealth Management

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
GQG Partners
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company
Raymond James Financial

View all funds holding Chubb