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Mid-American Wealth Advisory Group’s Chubb CB Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-4
Closed -$1.16K – 86
2025
Q2 		$1.16K Buy
+4
New +$1.15K ﹤0.01% 285

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Mid-American Wealth Advisory Group's CB Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Chubb (CB) in Q3 2025, closing a stake of 4 shares — an estimated $1.16K sold.

Mid-American Wealth Advisory Group first reported a position in CB in Q2 2025 and held it in 1 quarter. The position peaked at $1.16K in Q2 2025. 1,919 funds tracked by Wall St. Rank hold CB as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Chubb position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 4 Chubb shares in Q3 2025, an estimated $1.16K.
  • Mid-American Wealth Advisory Group first reported a position in Chubb in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Chubb position peaked at $1.16K in Q2 2025.
  • 1,919 funds tracked by Wall St. Rank held Chubb as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.