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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
Q2 		$245K Sell
719
-16
-2% -$5.22K 0.01% 149
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Midland Wealth Advisors's CB Position: Q2 2026 in Review

Midland Wealth Advisors reduced its Chubb (CB) stake by 2.2% in Q2 2026, selling an estimated $5.22K and leaving 719 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #149.

Midland Wealth Advisors first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $254K in Q1 2025. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Midland Wealth Advisors held 719 shares of Chubb worth $245K as of Q2 2026.
  • Midland Wealth Advisors sold 16 Chubb shares in Q2 2026, an estimated $5.22K.
  • Chubb made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • Midland Wealth Advisors first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • Midland Wealth Advisors's Chubb position peaked at $254K in Q1 2025.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.