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MBL Wealth’s Chubb CB Stock Holding History

MBL Wealth’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 		$454K Buy
1,332
+248
+23% +$80.9K 0.03% 227
2026
Q1 		$353K Buy
1,084
+226
+26% +$72.5K 0.03% 235
2025
Q4 		$268K Buy
858
+60
+8% +$17.5K 0.02% 250
2025
Q3 		$225K Sell
798
-14
-2% -$3.85K 0.02% 234
2025
Q2 		$235K Sell
812
-44
-5% -$12.7K 0.02% 214
2025
Q1 		$259K Buy
856
+21
+3% +$5.83K 0.03% 197
2024
Q4 		$231K Sell
835
-1
-0.1% -$284 0.02% 202
2024
Q3 		$241K Buy
836
+1
+0.1% +$274 0.03% 181
2024
Q2 		$213K Sell
835
-70
-8% -$18K 0.02% 189
2024
Q1 		$235K Buy
+905
New +$223K 0.03% 174

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

MBL Wealth's CB Position: Q2 2026 in Review

MBL Wealth increased its Chubb (CB) stake by 23% in Q2 2026, buying an estimated $80.9K and bringing the position to 1,332 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #227.

MBL Wealth first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 418 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • MBL Wealth held 1,332 shares of Chubb worth $454K as of Q2 2026.
  • MBL Wealth bought 248 Chubb shares in Q2 2026, an estimated $80.9K.
  • Chubb made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #227 holding.
  • MBL Wealth first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 418 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.