MFA Wealth Services’s Chubb CB Stock Holding History

MFA Wealth Services’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 Q3	$503K	Sell	1,548 -90	-5%	-$31.1K	0.3%	83
2026 Q2	$558K	Sell	1,638 -63	-4%	-$20.5K	0.33%	77
2026 Q1	$554K	Buy	1,701 +48	+3%	+$15.4K	0.37%	75
2025 Q4	$516K	Buy	1,653 +82	+5%	+$24K	0.35%	74
2025 Q3	$444K	Buy	1,571 +55	+4%	+$15.1K	0.31%	76
2025 Q2	$439K	Sell	1,516 -6	-0.4%	-$1.73K	0.33%	71
2025 Q1	$460K	Sell	1,522 -147	-9%	-$40.8K	0.38%	67
2024 Q4	$461K	Buy	+1,669	New	+$474K	0.37%	65

Other funds holding CB

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MFA Wealth Services's CB Position: Q3 2026 in Review

MFA Wealth Services reduced its Chubb (CB) stake by 5.5% in Q3 2026, selling an estimated $31.1K and leaving 1,548 shares worth $503K. The position accounts for 0.3% of the portfolio, ranked #83.

MFA Wealth Services first reported a position in CB in Q4 2024 and has held it in 8 quarters since. The position peaked at $558K in Q2 2026. 541 funds tracked by Wall St. Rank hold CB as of Q3 2026.

MFA Wealth Services held 1,548 shares of Chubb worth $503K as of Q3 2026.
MFA Wealth Services sold 90 Chubb shares in Q3 2026, an estimated $31.1K.
Chubb made up 0.3% of MFA Wealth Services's portfolio in Q3 2026, its #83 holding.
MFA Wealth Services first reported a position in Chubb in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Chubb position peaked at $558K in Q2 2026.
541 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.