MPWT
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MassMutual Private Wealth & Trust’s Chubb CB Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$31.6M Sell
92,607
-3,289
-3% -$1.07M 0.82% 35
2026
Q1 		$31.3M Sell
95,896
-2,812
-3% -$902K 0.85% 32
2025
Q4 		$30.8M Sell
98,708
-1,798
-2% -$526K 0.79% 34
2025
Q3 		$28.4M Buy
100,506
+208
+0.2% +$57.2K 0.72% 36
2025
Q2 		$29.1M Buy
100,298
+987
+1% +$284K 0.77% 33
2025
Q1 		$30M Buy
99,311
+3,860
+4% +$1.07M 0.87% 30
2024
Q4 		$26.4M Buy
95,451
+2,782
+3% +$790K 0.74% 36
2024
Q3 		$26.7M Buy
92,669
+2,688
+3% +$737K 0.76% 38
2024
Q2 		$23M Buy
89,981
+271
+0.3% +$69.6K 0.7% 39
2024
Q1 		$23.2M Buy
89,710
+1,775
+2% +$436K 0.72% 38
2023
Q4 		$19.9M Buy
87,935
+794
+0.9% +$174K 0.67% 41
2023
Q3 		$18.1M Buy
87,141
+2,814
+3% +$569K 0.67% 37
2023
Q2 		$16.2M Buy
84,327
+2,934
+4% +$575K 0.58% 46
2023
Q1 		$15.8M Buy
81,393
+974
+1% +$205K 0.6% 43
2022
Q4 		$17.7M Buy
80,419
+1,003
+1% +$209K 0.73% 38
2022
Q3 		$14.4M Buy
79,416
+3,328
+4% +$632K 0.66% 39
2022
Q2 		$15M Buy
76,088
+4,893
+7% +$1.01M 0.65% 41
2022
Q1 		$15.2M Buy
71,195
+5,488
+8% +$1.12M 0.58% 44
2021
Q4 		$12.7M Buy
65,707
+4,246
+7% +$798K 0.47% 53
2021
Q3 		$10.7M Buy
61,461
+5,941
+11% +$1.04M 0.44% 56
2021
Q2 		$8.82M Buy
55,520
+5,118
+10% +$848K 0.37% 78
2021
Q1 		$7.96M Buy
50,402
+6,457
+15% +$1.04M 0.37% 76
2020
Q4 		$6.76M Buy
43,945
+2,290
+5% +$321K 0.35% 77
2020
Q3 		$4.84M Buy
41,655
+10,650
+34% +$1.34M 0.28% 96
2020
Q2 		$3.93M Buy
31,005
+3,274
+12% +$379K 0.25% 109
2020
Q1 		$3.1M Sell
27,731
-336
-1% -$48.2K 0.25% 106
2019
Q4 		$4.37M Sell
28,067
-279
-1% -$42.7K 0.27% 101
2019
Q3 		$4.58M Buy
28,346
+177
+0.6% +$27.4K 0.31% 89
2019
Q2 		$4.15M Sell
28,169
-627
-2% -$90.5K 0.29% 99
2019
Q1 		$4.03M Buy
28,796
+847
+3% +$113K 0.29% 95
2018
Q4 		$3.61M Sell
27,949
-228
-0.8% -$29.5K 0.31% 84
2018
Q3 		$3.77M Buy
28,177
+1,431
+5% +$194K 0.28% 93
2018
Q2 		$3.4M Buy
26,746
+627
+2% +$83.3K 0.27% 92
2018
Q1 		$3.57M Buy
26,119
+1,302
+5% +$189K 0.3% 90
2017
Q4 		$3.63M Buy
24,817
+1,200
+5% +$179K 0.3% 87
2017
Q3 		$3.37M Buy
23,617
+2,140
+10% +$310K 0.28% 103
2017
Q2 		$3.12M Buy
21,477
+2,402
+13% +$338K 0.28% 106
2017
Q1 		$2.6M Buy
19,075
+11,242
+144% +$1.51M 0.24% 116
2016
Q4 		$1.03M Buy
+7,833
New +$999K 0.13% 153
2016
Q2 		$48.9K Sell
374
-380
-50% -$46.8K 0.01% 406
2016
Q1 		$89.8K Buy
754
+354
+89% +$40.7K 0.01% 337
2015
Q4 		$46.7K Buy
400
+363
+981% +$41.1K 0.01% 366
2015
Q3 		$3.88K Hold
37
– – ﹤0.01% 655
2015
Q2 		$3.84K Sell
37
-213
-85% -$22.9K ﹤0.01% 595
2015
Q1 		$27.9K Hold
250
– – ﹤0.01% 402
2014
Q4 		$28.7K Buy
+250
New +$27.7K 0.01% 301

Other funds holding CB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
TAM
Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

MassMutual Private Wealth & Trust's CB Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Chubb (CB) stake by 3.4% in Q2 2026, selling an estimated $1.07M and leaving 92,607 shares worth $31.6M. The position accounts for 0.82% of the portfolio, ranked #35.

MassMutual Private Wealth & Trust first reported a position in CB in Q4 2014 and has held it in 46 quarters since. 990 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • MassMutual Private Wealth & Trust held 92,607 shares of Chubb worth $31.6M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 3,289 Chubb shares in Q2 2026, an estimated $1.07M.
  • Chubb made up 0.82% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #35 holding.
  • MassMutual Private Wealth & Trust first reported a position in Chubb in Q4 2014 and has held it in 46 quarters since.
  • 990 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.