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Forvis Mazars Wealth Advisors’s Chubb CB Stock Holding History

Forvis Mazars Wealth Advisors’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 		$519K Sell
1,591
-16
-1% -$5.13K 0.01% 280
2025
Q4 		$502K Buy
1,607
+187
+13% +$54.7K 0.01% 284
2025
Q3 		$401K Sell
1,420
-19
-1% -$5.23K 0.01% 319
2025
Q2 		$417K Buy
+1,439
New +$414K 0.01% 316
2025
Q1 		– Sell
-1,561
Closed -$431K – 392
2024
Q4 		$431K Sell
1,561
-41
-3% -$11.6K 0.01% 329
2024
Q3 		$462K Buy
+1,602
New +$439K 0.01% 326
2024
Q2 		– Sell
-2,533
Closed -$656K – 402
2024
Q1 		$656K Buy
2,533
+70
+3% +$17.2K 0.02% 255
2023
Q4 		$557K Sell
2,463
-1
-0% -$219 0.02% 262
2023
Q3 		$513K Sell
2,464
-91
-4% -$18.4K 0.02% 270
2023
Q2 		$492K Sell
2,555
-113
-4% -$22.1K 0.01% 296
2023
Q1 		$518K Buy
2,668
+113
+4% +$23.7K 0.02% 265
2022
Q4 		$564K Sell
2,555
-35
-1% -$7.28K 0.02% 248
2022
Q3 		$471K Sell
2,590
-4
-0.2% -$760 0.02% 259
2022
Q2 		$510K Buy
2,594
+288
+12% +$59.3K 0.02% 248
2022
Q1 		$493K Sell
2,306
-5
-0.2% -$1.02K 0.02% 195
2021
Q4 		$447K Buy
2,311
+33
+1% +$6.2K 0.02% 189
2021
Q3 		$395K Sell
2,278
-160
-7% -$28K 0.02% 200
2021
Q2 		$387K Sell
2,438
-427
-15% -$70.8K 0.02% 200
2021
Q1 		$453K Sell
2,865
-1,723
-38% -$278K 0.02% 181
2020
Q4 		$706K Sell
4,588
-495
-10% -$69.4K 0.04% 177
2020
Q3 		$590K Sell
5,083
-1,692
-25% -$213K 0.03% 187
2020
Q2 		$858K Sell
6,775
-7,482
-52% -$867K 0.06% 140
2020
Q1 		$1.59M Sell
14,257
-5,088
-26% -$730K 0.13% 83
2019
Q4 		$3.01M Buy
19,345
+65
+0.3% +$9.95K 0.22% 62
2019
Q3 		$3.11M Buy
19,280
+5
+0% +$774 0.25% 54
2019
Q2 		$2.84M Sell
19,275
-434
-2% -$62.7K 0.23% 61
2019
Q1 		$2.76M Buy
19,709
+1,727
+10% +$230K 0.23% 64
2018
Q4 		$2.32M Buy
17,982
+94
+0.5% +$12.1K 0.24% 56
2018
Q3 		$2.39M Buy
17,888
+1,240
+7% +$168K 0.21% 64
2018
Q2 		$2.12M Sell
16,648
-689
-4% -$91.6K 0.21% 66
2018
Q1 		$2.37M Buy
17,337
+820
+5% +$119K 0.24% 58
2017
Q4 		$2.41M Buy
16,517
+967
+6% +$144K 0.24% 58
2017
Q3 		$2.22M Buy
15,550
+945
+6% +$137K 0.24% 61
2017
Q2 		$2.12M Sell
14,605
-17
-0.1% -$2.39K 0.24% 64
2017
Q1 		$1.99M Buy
14,622
+1,019
+7% +$137K 0.24% 57
2016
Q4 		$1.8M Buy
13,603
+588
+5% +$75K 0.24% 58
2016
Q3 		$1.64M Buy
13,015
+462
+4% +$58.6K 0.23% 54
2016
Q2 		$1.64M Buy
12,553
+2,580
+26% +$318K 0.24% 56
2016
Q1 		$1.19M Buy
+9,973
New +$1.15M 0.19% 65

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors's CB Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Chubb (CB) stake by 1% in Q1 2026, selling an estimated $5.13K and leaving 1,591 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #280.

Forvis Mazars Wealth Advisors first reported a position in CB in Q1 2016 and has held it in 39 quarters since. The position peaked at $3.11M in Q3 2019. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 1,591 shares of Chubb worth $519K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 16 Chubb shares in Q1 2026, an estimated $5.13K.
  • Chubb made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #280 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Chubb in Q1 2016 and has held it in 39 quarters since.
  • Forvis Mazars Wealth Advisors's Chubb position peaked at $3.11M in Q3 2019.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.