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Mayflower Financial Advisors’s Chubb CB Stock Holding History

Mayflower Financial Advisors’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 		$605K Sell
1,776
-19
-1% -$6.2K 0.05% 260
2026
Q1 		$585K Sell
1,795
-71
-4% -$22.8K 0.07% 237
2025
Q4 		$582K Sell
1,866
-562
-23% -$164K 0.07% 228
2025
Q3 		$685K Buy
2,428
+182
+8% +$50.1K 0.09% 201
2025
Q2 		$651K Buy
2,246
+103
+5% +$29.6K 0.09% 199
2025
Q1 		$647K Buy
2,143
+92
+4% +$25.6K 0.1% 194
2024
Q4 		$567K Sell
2,051
-63
-3% -$17.9K 0.08% 206
2024
Q3 		$610K Buy
2,114
+3
+0.1% +$822 0.09% 194
2024
Q2 		$539K Sell
2,111
-130
-6% -$33.4K 0.09% 200
2024
Q1 		$581K Buy
2,241
+378
+20% +$92.9K 0.1% 191
2023
Q4 		$421K Buy
1,863
+451
+32% +$98.6K 0.06% 218
2023
Q3 		$294K Buy
1,412
+57
+4% +$11.5K 0.04% 256
2023
Q2 		$261K Buy
1,355
+63
+5% +$12.3K 0.03% 295
2023
Q1 		$251K Buy
1,292
+197
+18% +$41.4K 0.03% 293
2022
Q4 		$242K Buy
+1,095
New +$228K 0.03% 295

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Mayflower Financial Advisors's CB Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its Chubb (CB) stake by 1.1% in Q2 2026, selling an estimated $6.2K and leaving 1,776 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #260.

Mayflower Financial Advisors first reported a position in CB in Q4 2022 and has held it in 15 quarters since. The position peaked at $685K in Q3 2025. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Mayflower Financial Advisors held 1,776 shares of Chubb worth $605K as of Q2 2026.
  • Mayflower Financial Advisors sold 19 Chubb shares in Q2 2026, an estimated $6.2K.
  • Chubb made up 0.05% of Mayflower Financial Advisors's portfolio in Q2 2026, its #260 holding.
  • Mayflower Financial Advisors first reported a position in Chubb in Q4 2022 and has held it in 15 quarters since.
  • Mayflower Financial Advisors's Chubb position peaked at $685K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.