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Mattson Financial Services’s Chubb CB Stock Holding History

Mattson Financial Services’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
Q3 		– Sell
-3,312
Closed -$960K – 193
2025
Q2 		$960K Sell
3,312
-8
-0.2% -$2.3K 0.26% 107
2025
Q1 		$1M Sell
3,320
-91
-3% -$25.3K 0.3% 99
2024
Q4 		$984K Sell
3,411
-1,288
-27% -$366K 0.31% 104
2024
Q3 		$1.2M Sell
4,699
-31
-0.7% -$8.5K 0.43% 85
2024
Q2 		$1.21M Buy
+4,730
New +$1.21M 0.43% 85

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mattson Financial Services's CB Position: Q3 2025 in Review

Mattson Financial Services sold out of Chubb (CB) in Q3 2025, closing a stake of 3,312 shares — an estimated $960K sold.

Mattson Financial Services first reported a position in CB in Q2 2024 and held it in 5 quarters. The position peaked at $1.21M in Q2 2024. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Mattson Financial Services reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Mattson Financial Services sold 3,312 Chubb shares in Q3 2025, an estimated $960K.
  • Mattson Financial Services first reported a position in Chubb in Q2 2024 and held it in 5 quarters.
  • Mattson Financial Services's Chubb position peaked at $1.21M in Q2 2024.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Mattson Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.