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Chubb shares owned by Sax Wealth Advisors

Quarter-by-quarter ownership of Chubb (CB) shares owned by Sax Wealth Advisors from 13F filings

Historical chart of Sax Wealth Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 1.2k 282.26
2025-06-30 $342k 1.2k 289.73

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View all positions for Sax Wealth Advisors

Top funds holding Chubb

Vanguard Group
Berkshire Hathaway
BlackRock
State Street Corporation
FMR
GQG Partners
Capital World Investors
Geode Capital Management
Wellington Management Company
Massachusetts Financial Services
Morgan Stanley
Capital Research Global Investors
Jpmorgan Chase & Co
Ameriprise Financial
Wells Fargo & Company

View all funds holding Chubb