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Chubb shares owned by Morris Retirement Advisors

Quarter-by-quarter ownership of Chubb (CB) shares owned by Morris Retirement Advisors from 13F filings

Historical chart of Morris Retirement Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $349k 1.1k 325.37
2024-12-31 $352k 1.3k 276.24
2024-09-30 $405k 1.4k 288.33
2024-06-30 $330k 1.3k 255.14
2023-12-31 $240k 1.1k 226.04

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Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Series Trust St Str Sp Bank (KBE)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard World Consum Stp Etf (VDC)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr St Str Energ Etf (XLE)

View all positions for Morris Retirement Advisors

Top funds holding Chubb

Berkshire Hathaway
BlackRock
Vanguard Capital Management
FMR
GQG Partners
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
Ameriprise Financial
Bank of America Corporation
Jpmorgan Chase & Co
Raymond James Financial
AQR Capital Management
Wells Fargo & Company

View all funds holding Chubb