Maia Wealth
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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
Q3 		$245K Buy
753
+46
+7% +$15.9K 0.03% 312
2026
Q2 		$241K Buy
707
+3
+0.4% +$979 0.04% 320
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% +$6.6K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Maia Wealth's CB Position: Q3 2026 in Review

Maia Wealth increased its Chubb (CB) stake by 6.5% in Q3 2026, buying an estimated $15.9K and bringing the position to 753 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #312.

Maia Wealth first reported a position in CB in Q3 2024 and has held it in 9 quarters since. 1,610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Maia Wealth held 753 shares of Chubb worth $245K as of Q3 2026.
  • Maia Wealth bought 46 Chubb shares in Q3 2026, an estimated $15.9K.
  • Chubb made up 0.03% of Maia Wealth's portfolio in Q3 2026, its #312 holding.
  • Maia Wealth first reported a position in Chubb in Q3 2024 and has held it in 9 quarters since.
  • 1,610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.