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Chubb shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 709 312.12
2023-03-31 $223k 1.2k 194.24

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Costco Wholesale Corporation (COST)

View all positions for Retirement Planning Group

Top funds holding Chubb

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

View all funds holding Chubb