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Chubb shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $42k 150 282.25
2025-06-30 $44k 153 289.72
2025-03-31 $45k 150 301.99

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Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
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Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

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