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MGB Wealth Management’s Chubb CB Stock Holding History

MGB Wealth 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
2024
Q4 		– Sell
-4,303
Closed -$1.24M – 292
2024
Q3 		$1.24M Buy
+4,303
New +$1.18M 0.45% 54

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MGB Wealth Management's CB Position: Q4 2025 in Review

MGB Wealth Management increased its Chubb (CB) stake by 0.02% in Q4 2025, buying an estimated $292 and bringing the position to 4,270 shares worth $1.33M. The position accounts for 0.38% of the portfolio, ranked #55.

MGB Wealth Management first reported a position in CB in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2025. 2,045 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • MGB Wealth Management held 4,270 shares of Chubb worth $1.33M as of Q4 2025.
  • MGB Wealth Management bought 1 Chubb share in Q4 2025, an estimated $292.
  • Chubb made up 0.38% of MGB Wealth Management's portfolio in Q4 2025, its #55 holding.
  • MGB Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 8 quarters since.
  • MGB Wealth Management's Chubb position peaked at $1.36M in Q1 2025.
  • 2,045 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.