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Chubb shares owned by Phoenix Wealth Advisors

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

Historical chart of Phoenix Wealth Advisors investment in Chubb

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Chubb by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 12k 259.13
2023-12-31 $2.8M 12k 227.35
2023-09-30 $2.7M 13k 208.18
2023-06-30 $2.6M 14k 192.56
2023-03-31 $2.8M 14k 194.18
2022-12-31 $3.1M 14k 220.60
2022-09-30 $2.6M 14k 181.88
2022-06-30 $2.7M 14k 196.56
2022-03-31 $2.9M 14k 212.46
2021-12-31 $410k 2.1k 193.12
2021-09-30 $70k 401 174.56
2021-06-30 $57k 351 162.39
2021-03-31 $60k 375 160.00
2020-12-31 $38k 244 155.74