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Mendota Financial Group’s Chubb CB Stock Holding History

Mendota Financial Group’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
Q1 		– Sell
-65
Closed -$18K – 146
2024
Q4 		$18K Sell
65
-1
-2% -$284 0.01% 215
2024
Q3 		$19K Buy
66
+1
+2% +$274 0.01% 216
2024
Q2 		$16.6K Hold
65
– – 0.01% 214
2024
Q1 		$16.8K Hold
65
– – 0.01% 220
2023
Q4 		$14.7K Hold
65
– – 0.01% 258
2023
Q3 		$13.5K Hold
65
– – 0.01% 185
2023
Q2 		$12.5K Sell
65
-371
-85% -$72.7K 0.01% 188
2023
Q1 		$93.3K Buy
436
+371
+571% +$78K 0.09% 99
2022
Q4 		$14.3K Buy
+65
New +$13.5K 0.02% 193

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mendota Financial Group's CB Position: Q1 2025 in Review

Mendota Financial Group sold out of Chubb (CB) in Q1 2025, closing a stake of 65 shares — an estimated $18K sold.

Mendota Financial Group first reported a position in CB in Q4 2022 and held it in 9 quarters. The position peaked at $93.3K in Q1 2023. 1,922 funds tracked by Wall St. Rank hold CB as of Q1 2025.

  • Mendota Financial Group reported no remaining Chubb position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 65 Chubb shares in Q1 2025, an estimated $18K.
  • Mendota Financial Group first reported a position in Chubb in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Chubb position peaked at $93.3K in Q1 2023.
  • 1,922 funds tracked by Wall St. Rank held Chubb as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.