Mather Group
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Mather Group’s Chubb CB Stock Holding History

Mather Group’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 		$2.29M Buy
7,031
+93
+1% +$32.1K 0.02% 257
2026
Q2 		$2.36M Buy
6,938
+276
+4% +$90K 0.02% 247
2026
Q1 		$2.17M Sell
6,662
-6
-0.1% -$1.92K 0.02% 220
2025
Q4 		$2.08M Sell
6,668
-24
-0.4% -$7.02K 0.02% 199
2025
Q3 		$1.89M Sell
6,692
-54
-0.8% -$14.9K 0.02% 203
2025
Q2 		$1.95M Buy
6,746
+33
+0.5% +$9.5K 0.02% 193
2025
Q1 		$2.03M Buy
6,713
+130
+2% +$36.1K 0.02% 181
2024
Q4 		$1.82M Buy
6,583
+12
+0.2% +$3.41K 0.02% 170
2024
Q3 		$1.9M Buy
6,571
+53
+0.8% +$14.5K 0.02% 169
2024
Q2 		$1.69M Buy
6,518
+441
+7% +$113K 0.02% 206
2024
Q1 		$1.37M Sell
6,077
-147
-2% -$36.1K 0.02% 182
2023
Q4 		$1.41M Buy
6,224
+2,094
+51% +$458K 0.02% 188
2023
Q3 		$860K Buy
4,130
+217
+6% +$43.9K 0.02% 238
2023
Q2 		$754K Buy
3,913
+377
+11% +$73.9K 0.01% 270
2023
Q1 		$687K Sell
3,536
-58,534
-94% -$12.3M 0.01% 270
2022
Q4 		$13.7M Sell
62,070
-3,991
-6% -$830K 0.26% 38
2022
Q3 		$12M Sell
66,061
-1,144
-2% -$217K 0.26% 40
2022
Q2 		$13.2M Buy
67,205
+2,286
+4% +$471K 0.3% 37
2022
Q1 		$13.9M Sell
64,919
-2,584
-4% -$525K 0.27% 37
2021
Q4 		$13M Sell
67,503
-125
-0.2% -$23.5K 0.26% 34
2021
Q3 		$11.7M Buy
67,628
+911
+1% +$160K 0.28% 29
2021
Q2 		$10.6M Buy
66,717
+3,849
+6% +$638K 0.27% 39
2021
Q1 		$9.9M Buy
62,868
+4,684
+8% +$755K 0.28% 39
2020
Q4 		$8.96M Buy
58,184
+6,232
+12% +$874K 0.29% 28
2020
Q3 		$6.03M Buy
51,952
+6,478
+14% +$814K 0.24% 40
2020
Q2 		$5.76M Buy
45,474
+4,387
+11% +$508K 0.26% 36
2020
Q1 		$4.59M Buy
+41,087
New +$5.89M 0.32% 38

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mather Group's CB Position: Q3 2026 in Review

Mather Group increased its Chubb (CB) stake by 1.3% in Q3 2026, buying an estimated $32.1K and bringing the position to 7,031 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #257.

Mather Group first reported a position in CB in Q1 2020 and has held it in 27 quarters since. The position peaked at $13.9M in Q1 2022. 468 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Mather Group held 7,031 shares of Chubb worth $2.29M as of Q3 2026.
  • Mather Group bought 93 Chubb shares in Q3 2026, an estimated $32.1K.
  • Chubb made up 0.02% of Mather Group's portfolio in Q3 2026, its #257 holding.
  • Mather Group first reported a position in Chubb in Q1 2020 and has held it in 27 quarters since.
  • Mather Group's Chubb position peaked at $13.9M in Q1 2022.
  • 468 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.