MWM
CB icon

Mattern Wealth Management’s Chubb CB Stock Holding History

Mattern Wealth 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
2026
Q1 		$1.13M Sell
3,481
-56
-2% -$18K 0.22% 55
2025
Q4 		$1.1M Sell
3,537
-29
-0.8% -$8.48K 0.21% 56
2025
Q3 		$1.01M Sell
3,566
-696
-16% -$192K 0.2% 60
2025
Q2 		$1.23M Sell
4,262
-52
-1% -$15K 0.26% 54
2025
Q1 		$1.3M Sell
4,314
-6,208
-59% -$1.73M 0.29% 56
2024
Q4 		$2.91M Sell
10,522
-169
-2% -$48K 0.64% 30
2024
Q3 		$3.08M Sell
10,691
-87
-0.8% -$23.9K 0.68% 30
2024
Q2 		$2.75M Sell
10,778
-731
-6% -$188K 0.66% 46
2024
Q1 		$2.98M Sell
11,509
-42
-0.4% -$10.3K 0.73% 39
2023
Q4 		$2.61M Buy
11,551
+403
+4% +$88.1K 0.67% 40
2023
Q3 		$2.32M Buy
11,148
+835
+8% +$169K 0.68% 43
2023
Q2 		$1.99M Buy
10,313
+767
+8% +$150K 0.58% 49
2023
Q1 		$1.85M Buy
9,546
+691
+8% +$145K 0.61% 51
2022
Q4 		$1.95M Sell
8,855
-13
-0.1% -$2.71K 0.79% 43
2022
Q3 		$1.61M Buy
8,868
+63
+0.7% +$12K 0.65% 45
2022
Q2 		$1.73M Buy
8,805
+20
+0.2% +$4.12K 0.68% 41
2022
Q1 		$1.88M Buy
8,785
+1,015
+13% +$206K 0.62% 46
2021
Q4 		$1.5M Sell
7,770
-124
-2% -$23.3K 0.44% 60
2021
Q3 		$1.37M Buy
7,894
+16
+0.2% +$2.81K 0.46% 62
2021
Q2 		$1.31M Buy
7,878
+942
+14% +$156K 0.42% 67
2021
Q1 		$1.1M Sell
6,936
-1,092
-14% -$176K 0.39% 72
2020
Q4 		$1.24M Sell
8,028
-59
-0.7% -$8.27K 0.47% 60
2020
Q3 		$939K Sell
8,087
-91
-1% -$11.4K 0.4% 73
2020
Q2 		$1.03M Buy
8,178
+1,118
+16% +$130K 0.5% 64
2020
Q1 		$789K Sell
7,060
-305
-4% -$43.7K 0.57% 58
2019
Q4 		$1.15M Buy
+7,365
New +$1.13M 0.69% 56

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mattern Wealth Management's CB Position: Q1 2026 in Review

Mattern Wealth Management reduced its Chubb (CB) stake by 1.6% in Q1 2026, selling an estimated $18K and leaving 3,481 shares worth $1.13M. The position accounts for 0.22% of the portfolio, ranked #55.

Mattern Wealth Management first reported a position in CB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.08M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Mattern Wealth Management held 3,481 shares of Chubb worth $1.13M as of Q1 2026.
  • Mattern Wealth Management sold 56 Chubb shares in Q1 2026, an estimated $18K.
  • Chubb made up 0.22% of Mattern Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Mattern Wealth Management first reported a position in Chubb in Q4 2019 and has held it in 26 quarters since.
  • Mattern Wealth Management's Chubb position peaked at $3.08M in Q3 2024.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Mattern Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.