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Maia Wealth’s Chubb CB Stock Holding History

Maia Wealth’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 		$230K Buy
704
+3
+0.4% +$963 0.04% 327
2025
Q4 		$233K Sell
701
-111
-14% -$32.5K 0.04% 311
2025
Q3 		$234K Buy
812
+24
+3% +$6.61K 0.04% 316
2025
Q2 		$228K Buy
788
+9
+1% +$2.59K 0.04% 293
2025
Q1 		$225K Buy
779
+8
+1% +$2.22K 0.05% 270
2024
Q4 		$213K Buy
771
+59
+8% +$16.8K 0.05% 283
2024
Q3 		$209K Buy
+712
New +$195K 0.05% 247

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

Maia Wealth's CB Position: Q1 2026 in Review

Maia Wealth increased its Chubb (CB) stake by 0.43% in Q1 2026, buying an estimated $963 and bringing the position to 704 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #327.

Maia Wealth first reported a position in CB in Q3 2024 and has held it in 7 quarters since. The position peaked at $234K in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Maia Wealth held 704 shares of Chubb worth $230K as of Q1 2026.
  • Maia Wealth bought 3 Chubb shares in Q1 2026, an estimated $963.
  • Chubb made up 0.04% of Maia Wealth's portfolio in Q1 2026, its #327 holding.
  • Maia Wealth first reported a position in Chubb in Q3 2024 and has held it in 7 quarters since.
  • Maia Wealth's Chubb position peaked at $234K in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.