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Chubb shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Chubb (CB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Chubb

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All positions including Chubb held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 36k 282.26
2025-06-30 $11M 36k 289.73
2025-03-31 $11M 36k 301.99
2024-12-31 $9.5M 34k 276.25
2024-09-30 $9.3M 32k 288.39
2024-06-30 $825k 3.2k 255.11