Deseret Mutual Benefit Administrators’s Chubb CB Stock Holding History

Deseret Mutual Benefit Administrators’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Buy	904 +388	+75%	+$124K	0.1%	159
2025 Q4	$161K	Hold	516	–	–	0.07%	173
2025 Q3	$146K	Sell	516 -40	-7%	-$11K	0.06%	185
2025 Q2	$161K	Hold	556	–	–	0.08%	164
2025 Q1	$168K	Hold	556	–	–	0.08%	153
2024 Q4	$154K	Sell	556 -12	-2%	-$3.41K	0.08%	164
2024 Q3	$164K	Sell	568 -47	-8%	-$12.9K	0.08%	160
2024 Q2	$157K	Sell	615 -36	-6%	-$9.24K	0.07%	156
2024 Q1	$169K	Hold	651	–	–	0.08%	147
2023 Q4	$147K	Sell	651 -160	-20%	-$35K	0.08%	149
2023 Q3	$169K	Sell	811 -45	-5%	-$9.1K	0.08%	149
2023 Q2	$165K	Buy	856 +57	+7%	+$11.2K	0.06%	165
2023 Q1	$155K	Hold	799	–	–	0.06%	175
2022 Q4	$176K	Sell	799 -666	-45%	-$139K	0.07%	147
2022 Q3	$267K	Sell	1,465 -1,227	-46%	-$233K	0.08%	157
2022 Q2	$529K	Sell	2,692 -56	-2%	-$11.5K	0.12%	113
2022 Q1	$588K	Sell	2,748 -1,495	-35%	-$304K	0.12%	117
2021 Q4	$820K	Sell	4,243 -973	-19%	-$183K	0.14%	103
2021 Q3	$905K	Buy	5,216 +2,381	+84%	+$417K	0.17%	92
2021 Q2	$451K	Buy	+2,835	New	+$470K	0.11%	96

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deseret Mutual Benefit Administrators's CB Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its Chubb (CB) stake by 75% in Q1 2026, buying an estimated $124K and bringing the position to 904 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #159.

Deseret Mutual Benefit Administrators first reported a position in CB in Q2 2021 and has held it in 20 quarters since. The position peaked at $905K in Q3 2021. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Deseret Mutual Benefit Administrators held 904 shares of Chubb worth $295K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 388 Chubb shares in Q1 2026, an estimated $124K.
Chubb made up 0.1% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #159 holding.
Deseret Mutual Benefit Administrators first reported a position in Chubb in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's Chubb position peaked at $905K in Q3 2021.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.