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Chubb shares owned by Roehl & Yi Investment Advisors

Quarter-by-quarter ownership of Chubb (CB) shares owned by Roehl & Yi Investment Advisors from 13F filings

Historical chart of Roehl & Yi Investment Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Roehl & Yi Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $163k 11k 15.43
2025-09-30 $184k 11k 17.18

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Ishares Gold Tr Ishares New (IAU)
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View all positions for Roehl & Yi Investment Advisors

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
GQG Partners
FMR
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Massachusetts Financial Services
Capital Research Global Investors
Capital World Investors
Ameriprise Financial
Morgan Stanley

View all funds holding Chubb