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Chubb shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Chubb (CB) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Chubb

Tip: Access up to 7 years of quarterly data

All positions including Chubb held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chubb by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 605 340.74

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Intl Small Cap V (DISV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Chubb

Berkshire Hathaway
BlackRock
Vanguard Capital Management
State Street Corporation
T. Rowe Price Associates
FMR
GQG Partners
Geode Capital Management
Vanguard Portfolio Management
Wellington Management Company
Capital World Investors
Massachusetts Financial Services
Ameriprise Financial
Morgan Stanley
Bank of America Corporation

View all funds holding Chubb