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Chubb shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $522k 1.5k 340.74
2023-03-31 $218k 1.1k 195.34
2022-12-31 $286k 1.3k 221.53
2022-09-30 $240k 1.3k 182.79
2022-06-30 $361k 1.8k 197.27
2021-12-31 $377k 1.9k 193.93
2021-09-30 $334k 1.9k 174.14
2021-03-31 $505k 3.2k 158.06
2020-12-31 $465k 3.0k 154.74

More positions owned by OneAscent Wealth Management

Unified Ser Tr Onea Core Bd Etf (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Onea Enh Sma Etf (OASC)
Strategy Even High Di Etf (ELCV)
Vaneck Etf Trust Clo Etf (CLOI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ssga Active Tr St Str Black Etf (HYBL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Us Bancorp Com New (USB)
Southern Company (SO)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for OneAscent 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