Mainstay Capital Management’s Chubb CB Stock Holding History

Mainstay Capital Management’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
2025 Q2	–	Sell	-5,080	Closed	-$1.53M	–	139
2025 Q1	$1.53M	Sell	5,080 -15	-0.3%	-$4.17K	0.21%	46
2024 Q4	$1.41M	Buy	5,095 +1,267	+33%	+$360K	0.21%	45
2024 Q3	$1.1M	Sell	3,828 -451	-11%	-$124K	0.18%	48
2024 Q2	$1.09M	Buy	4,279 +424	+11%	+$109K	0.19%	48
2024 Q1	$999K	Sell	3,855 -469	-11%	-$115K	0.19%	53
2023 Q4	$977K	Buy	4,324 +723	+20%	+$158K	0.19%	49
2023 Q3	$750K	Sell	3,601 -806	-18%	-$163K	0.16%	52
2023 Q2	$849K	Sell	4,407 -60	-1%	-$11.8K	0.15%	52
2023 Q1	$867K	Sell	4,467 -295	-6%	-$62K	0.17%	51
2022 Q4	$1.05M	Buy	+4,762	New	+$991K	0.23%	51
2018 Q4	–	Sell	-20	Closed	-$3K	–	131
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	388
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	385
2018 Q1	$2K	Hold	20	–	–	﹤0.01%	299
2017 Q4	$3K	Buy	+20	New	+$2.99K	﹤0.01%	310

Other funds holding CB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mainstay Capital Management's CB Position: Q2 2025 in Review

Mainstay Capital Management sold out of Chubb (CB) in Q2 2025, closing a stake of 5,080 shares — an estimated $1.53M sold.

Mainstay Capital Management first reported a position in CB in Q4 2017 and held it in 14 quarters. The position peaked at $1.53M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold CB as of Q2 2025.

Mainstay Capital Management reported no remaining Chubb position as of Q2 2025 after selling out during the quarter.
Mainstay Capital Management sold 5,080 Chubb shares in Q2 2025, an estimated $1.53M.
Mainstay Capital Management first reported a position in Chubb in Q4 2017 and held it in 14 quarters.
Mainstay Capital Management's Chubb position peaked at $1.53M in Q1 2025.
1,951 funds tracked by Wall St. Rank held Chubb as of Q2 2025.

Based on Mainstay Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.