Chubb shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Chubb (CB) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Chubb
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Quarterly reported holdings in Chubb by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $489k | 1.7k | 286.39 |
| 2025-06-30 | $477k | 1.7k | 279.95 |
| 2025-03-31 | $482k | 1.7k | 283.37 |
| 2024-12-31 | $371k | 1.4k | 257.71 |
| 2024-09-30 | $405k | 1.4k | 293.10 |
| 2024-06-30 | $371k | 1.4k | 256.32 |
| 2024-03-31 | $347k | 1.4k | 245.21 |
| 2023-12-31 | $317k | 1.4k | 230.03 |
| 2023-09-30 | $295k | 1.4k | 210.55 |
| 2023-06-30 | $269k | 1.4k | 192.56 |
| 2023-03-31 | $229k | 1.1k | 202.14 |
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