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Midland Wealth Advisors’s Chubb CB Stock Holding History

Midland Wealth Advisors’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
Q1 		$240K Buy
735
+24
+3% +$7.7K 0.01% 150
2025
Q4 		$222K Sell
711
-48
-6% -$14K 0.01% 160
2025
Q3 		$214K Sell
759
-40
-5% -$11K 0.01% 166
2025
Q2 		$231K Sell
799
-42
-5% -$12.1K 0.01% 161
2025
Q1 		$254K Sell
841
-39
-4% -$10.8K 0.02% 166
2024
Q4 		$243K Hold
880
– – 0.01% 180
2024
Q3 		$254K Buy
880
+15
+2% +$4.11K 0.01% 179
2024
Q2 		$221K Buy
865
+79
+10% +$20.3K 0.01% 204
2024
Q1 		$204K Buy
+786
New +$193K 0.01% 194

Other funds holding CB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Midland Wealth Advisors's CB Position: Q1 2026 in Review

Midland Wealth Advisors increased its Chubb (CB) stake by 3.4% in Q1 2026, buying an estimated $7.7K and bringing the position to 735 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #150.

Midland Wealth Advisors first reported a position in CB in Q1 2024 and has held it in 9 quarters since. The position peaked at $254K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Midland Wealth Advisors held 735 shares of Chubb worth $240K as of Q1 2026.
  • Midland Wealth Advisors bought 24 Chubb shares in Q1 2026, an estimated $7.7K.
  • Chubb made up 0.01% of Midland Wealth Advisors's portfolio in Q1 2026, its #150 holding.
  • Midland Wealth Advisors first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
  • Midland Wealth Advisors's Chubb position peaked at $254K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.