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Chubb shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 286 288.39
2024-03-31 $74k 284 259.13
2023-12-31 $64k 285 226.00

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Chubb

Vanguard Group
BlackRock
Berkshire Hathaway
State Street Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Geode Capital Management
Jpmorgan Chase & Co
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
Lazard Asset Management
Deutsche Bank Aktiengesellschaft
Raymond James & Associates
Ontario Teachers' Pension Plan Board

View all funds holding Chubb