Midwest Trust’s Chubb CB Stock Holding History

Midwest Trust’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	$66.7M	Sell	195,619 -1,242	-0.6%	-$405K	0.76%	36
2026 Q1	$64.2M	Sell	196,861 -39	-0%	-$12.5K	0.8%	34
2025 Q4	$61.5M	Buy	196,900 +1,852	+0.9%	+$542K	0.77%	34
2025 Q3	$55.1M	Sell	195,048 -1,995	-1%	-$549K	0.72%	36
2025 Q2	$57.1M	Buy	+197,043	New	+$56.7M	0.79%	33

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Midwest Trust's CB Position: Q2 2026 in Review

Midwest Trust reduced its Chubb (CB) stake by 0.63% in Q2 2026, selling an estimated $405K and leaving 195,619 shares worth $66.7M. The position accounts for 0.76% of the portfolio, ranked #36.

Midwest Trust first reported a position in CB in Q2 2025 and has held it in 5 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Midwest Trust held 195,619 shares of Chubb worth $66.7M as of Q2 2026.
Midwest Trust sold 1,242 Chubb shares in Q2 2026, an estimated $405K.
Chubb made up 0.76% of Midwest Trust's portfolio in Q2 2026, its #36 holding.
Midwest Trust first reported a position in Chubb in Q2 2025 and has held it in 5 quarters since.
2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.