MBM Wealth Consultants’s Chubb CB Stock Holding History

MBM Wealth Consultants’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	–	Sell	-5	Closed	-$1.63K	–	163
2026 Q1	$1.63K	Buy	+5	New	+$1.6K	﹤0.01%	315
2019 Q3	–	Sell	-4	Closed	-$1K	–	210
2019 Q2	$1K	Buy	+4	New	+$578	﹤0.01%	213

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

MBM Wealth Consultants's CB Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Chubb (CB) in Q2 2026, closing a stake of 5 shares — an estimated $1.63K sold.

MBM Wealth Consultants first reported a position in CB in Q2 2019 and held it in 2 quarters. The position peaked at $1.63K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

MBM Wealth Consultants reported no remaining Chubb position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 5 Chubb shares in Q2 2026, an estimated $1.63K.
MBM Wealth Consultants first reported a position in Chubb in Q2 2019 and held it in 2 quarters.
MBM Wealth Consultants's Chubb position peaked at $1.63K in Q1 2026.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.