Mascoma Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.63K | Sell |
5
-2
| -29% | -$690 | ﹤0.01% | 469 |
|
|
2026
Q2 | $2.38K | Sell |
7
-27
| -79% | -$8.81K | ﹤0.01% | 436 |
|
|
2026
Q1 | $11.1K | Hold |
34
| – | – | ﹤0.01% | 310 |
|
|
2025
Q4 | $10.6K | Buy |
34
+5
| +17% | +$1.46K | ﹤0.01% | 307 |
|
|
2025
Q3 | $8.18K | Hold |
29
| – | – | ﹤0.01% | 341 |
|
|
2025
Q2 | $8.4K | Hold |
29
| – | – | ﹤0.01% | 343 |
|
|
2025
Q1 | $8.76K | Sell |
29
-40
| -58% | -$11.1K | ﹤0.01% | 348 |
|
|
2024
Q4 | $19.1K | Hold |
69
| – | – | ﹤0.01% | 276 |
|
|
2024
Q3 | $19.9K | Hold |
69
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $17.6K | Buy |
69
+40
| +138% | +$10.3K | ﹤0.01% | 281 |
|
|
2024
Q1 | $7.52K | Hold |
29
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $6.55K | Hold |
29
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $6.04K | Hold |
29
| – | – | ﹤0.01% | 375 |
|
|
2023
Q2 | $5.83K | Sell |
29
-59
| -67% | -$11.6K | ﹤0.01% | 374 |
|
|
2023
Q1 | $17.8K | Hold |
88
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $19.4K | Hold |
88
| – | – | 0.01% | 335 |
|
|
2022
Q3 | $16K | Buy |
88
+53
| +151% | +$10.1K | 0.01% | 349 |
|
|
2022
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 459 |
|
|
2022
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $7K | Buy |
35
+6
| +21% | +$1.13K | ﹤0.01% | 428 |
|
|
2021
Q3 | $5K | Buy |
+29
| New | +$5.08K | ﹤0.01% | 380 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$5K | – | 158 |
|
|
2021
Q1 | $5K | Buy |
+29
| New | +$4.67K | ﹤0.01% | 377 |
|
|
2019
Q3 | – | Sell |
-29
| Closed | -$4K | – | 118 |
|
|
2019
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 302 |
|
|
2019
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 306 |
|
|
2018
Q4 | $4K | Hold |
29
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $4K | Hold |
29
| – | – | ﹤0.01% | 333 |
|
|
2018
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 323 |
|
|
2018
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 317 |
|
|
2017
Q4 | $4K | Sell |
29
-10
| -26% | -$1.49K | ﹤0.01% | 312 |
|
|
2017
Q3 | $6K | Buy |
39
+4
| +11% | +$579 | ﹤0.01% | 308 |
|
|
2017
Q2 | $5K | Buy |
35
+6
| +21% | +$845 | ﹤0.01% | 323 |
|
|
2017
Q1 | $4K | Hold |
29
| – | – | ﹤0.01% | 306 |
|
|
2016
Q4 | $4K | Buy |
+29
| New | +$3.7K | ﹤0.01% | 308 |
|
Other funds holding CB
Mascoma Wealth Management's CB Position: Q3 2026 in Review
Mascoma Wealth Management reduced its Chubb (CB) stake by 29% in Q3 2026, selling an estimated $690 and leaving 5 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #469.
Mascoma Wealth Management first reported a position in CB in Q4 2016 and has held it in 33 quarters since. The position peaked at $19.9K in Q3 2024. 663 funds tracked by Wall St. Rank hold CB as of Q3 2026.
- Mascoma Wealth Management held 5 shares of Chubb worth $1.63K as of Q3 2026.
- Mascoma Wealth Management sold 2 Chubb shares in Q3 2026, an estimated $690.
- Chubb made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #469 holding.
- Mascoma Wealth Management first reported a position in Chubb in Q4 2016 and has held it in 33 quarters since.
- Mascoma Wealth Management's Chubb position peaked at $19.9K in Q3 2024.
- 663 funds tracked by Wall St. Rank held Chubb as of Q3 2026.
Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.