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Chubb shares owned by Sage Financial Management Group

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

Historical chart of Sage Financial Management Group investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $375k 1.3k 288.46
2024-06-30 $332k 1.3k 255.38
2024-03-31 $337k 1.3k 259.23

More positions owned by Sage Financial Management Group

Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)

View all positions for Sage Financial Management Group

Top funds holding Chubb

Vanguard Group
BlackRock
BlackRock
Berkshire Hathaway
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Capital Research Global Investors
Massachusetts Financial Services
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation

View all funds holding Chubb