Mendel Money Management’s Chubb CB Stock Holding History

Mendel Money 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	$261K	Hold	802	–	–	0.11%	131
2025 Q4	$250K	Hold	802	–	–	0.1%	136
2025 Q3	$226K	Sell	802 -10	-1%	-$2.75K	0.1%	144
2025 Q2	$235K	Sell	812 -10	-1%	-$2.88K	0.1%	137
2025 Q1	$248K	Sell	822 -65	-7%	-$18.1K	0.12%	129
2024 Q4	$245K	Hold	887	–	–	0.11%	128
2024 Q3	$256K	Sell	887 -5	-0.6%	-$1.37K	0.11%	128
2024 Q2	$228K	Sell	892 -50	-5%	-$12.8K	0.11%	124
2024 Q1	$244K	Sell	942 -85	-8%	-$20.9K	0.11%	120
2023 Q4	$232K	Sell	1,027 -11	-1%	-$2.41K	0.11%	123
2023 Q3	$216K	Buy	+1,038	New	+$210K	0.12%	120
2023 Q2	–	Sell	-1,228	Closed	-$238K	–	125
2023 Q1	$238K	Buy	1,228 +5	+0.4%	+$1.05K	0.13%	118
2022 Q4	$270K	Sell	1,223 -17	-1%	-$3.54K	0.15%	108
2022 Q3	$226K	Sell	1,240 -84	-6%	-$16K	0.14%	106
2022 Q2	$260K	Sell	1,324 -141	-10%	-$29K	0.15%	106
2022 Q1	$313K	Buy	+1,465	New	+$298K	0.15%	105

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mendel Money Management's CB Position: Q1 2026 in Review

Mendel Money Management held its Chubb (CB) position steady in Q1 2026 at 802 shares worth $261K. The position accounts for 0.11% of the portfolio, ranked #131.

Mendel Money Management first reported a position in CB in Q1 2022 and has held it in 16 quarters since. The position peaked at $313K in Q1 2022. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Mendel Money Management held 802 shares of Chubb worth $261K as of Q1 2026.
Mendel Money Management left its Chubb share count unchanged in Q1 2026.
Chubb made up 0.11% of Mendel Money Management's portfolio in Q1 2026, its #131 holding.
Mendel Money Management first reported a position in Chubb in Q1 2022 and has held it in 16 quarters since.
Mendel Money Management's Chubb position peaked at $313K in Q1 2022.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.