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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
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
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

MFA Wealth Services's CB Position: Q2 2026 in Review

MFA Wealth Services reduced its Chubb (CB) stake by 3.7% in Q2 2026, selling an estimated $20.5K and leaving 1,638 shares worth $558K. The position accounts for 0.33% of the portfolio, ranked #77.

MFA Wealth Services first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 521 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • MFA Wealth Services held 1,638 shares of Chubb worth $558K as of Q2 2026.
  • MFA Wealth Services sold 63 Chubb shares in Q2 2026, an estimated $20.5K.
  • Chubb made up 0.33% of MFA Wealth Services's portfolio in Q2 2026, its #77 holding.
  • MFA Wealth Services first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 521 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.