Mission Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.52M | Buy |
22,075
+11,119
| +101% | +$3.63M | 0.09% | 133 |
|
|
2026
Q1 | $3.57M | Buy |
10,956
+51
| +0.5% | +$16.4K | 0.07% | 144 |
|
|
2025
Q4 | $3.4M | Buy |
10,905
+200
| +2% | +$58.5K | 0.07% | 157 |
|
|
2025
Q3 | $3.02M | Sell |
10,705
-368
| -3% | -$101K | 0.06% | 168 |
|
|
2025
Q2 | $3.21M | Sell |
11,073
-177
| -2% | -$50.9K | 0.07% | 157 |
|
|
2025
Q1 | $3.4M | Buy |
11,250
+1,939
| +21% | +$539K | 0.08% | 135 |
|
|
2024
Q4 | $2.57M | Sell |
9,311
-181
| -2% | -$51.4K | 0.06% | 157 |
|
|
2024
Q3 | $2.74M | Buy |
9,492
+197
| +2% | +$54K | 0.07% | 149 |
|
|
2024
Q2 | $2.37M | Sell |
9,295
-158
| -2% | -$40.6K | 0.06% | 154 |
|
|
2024
Q1 | $2.45M | Sell |
9,453
-623
| -6% | -$153K | 0.06% | 161 |
|
|
2023
Q4 | $2.28M | Sell |
10,076
-76
| -0.7% | -$16.6K | 0.07% | 134 |
|
|
2023
Q3 | $2.11M | Sell |
10,152
-113
| -1% | -$22.8K | 0.08% | 125 |
|
|
2023
Q2 | $1.98M | Sell |
10,265
-349
| -3% | -$68.4K | 0.07% | 134 |
|
|
2023
Q1 | $2.06M | Buy |
10,614
+55
| +0.5% | +$11.6K | 0.09% | 128 |
|
|
2022
Q4 | $2.33M | Buy |
10,559
+447
| +4% | +$93K | 0.11% | 116 |
|
|
2022
Q3 | $1.84M | Buy |
10,112
+47
| +0.5% | +$8.93K | 0.1% | 120 |
|
|
2022
Q2 | $1.98M | Buy |
10,065
+282
| +3% | +$58.1K | 0.1% | 111 |
|
|
2022
Q1 | $2.09M | Sell |
9,783
-7
| -0.1% | -$1.42K | 0.1% | 108 |
|
|
2021
Q4 | $1.89M | Sell |
9,790
-263
| -3% | -$49.4K | 0.09% | 121 |
|
|
2021
Q3 | $1.74M | Buy |
10,053
+99
| +1% | +$17.4K | 0.09% | 118 |
|
|
2021
Q2 | $1.58M | Sell |
9,954
-8
| -0.1% | -$1.33K | 0.08% | 118 |
|
|
2021
Q1 | $1.57M | Buy |
+9,962
| New | +$1.61M | 0.09% | 104 |
|
|
2018
Q4 | – | Sell |
-1,561
| Closed | -$209K | – | 280 |
|
|
2018
Q3 | $209K | Sell |
1,561
-134
| -8% | -$18.1K | 0.03% | 269 |
|
|
2018
Q2 | $215K | Buy |
1,695
+69
| +4% | +$9.17K | 0.03% | 244 |
|
|
2018
Q1 | $222K | Buy |
+1,626
| New | +$235K | 0.04% | 205 |
|
|
2017
Q3 | – | Sell |
-1,592
| Closed | -$231K | – | 210 |
|
|
2017
Q2 | $231K | Buy |
1,592
+89
| +6% | +$12.5K | 0.04% | 169 |
|
|
2017
Q1 | $205K | Sell |
1,503
-69
| -4% | -$9.28K | 0.04% | 175 |
|
|
2016
Q4 | $208K | Buy |
+1,572
| New | +$200K | 0.04% | 169 |
|
Other funds holding CB
Mission Wealth Management's CB Position: Q2 2026 in Review
Mission Wealth Management increased its Chubb (CB) stake by 101% in Q2 2026, buying an estimated $3.63M and bringing the position to 22,075 shares worth $7.52M. The position accounts for 0.09% of the portfolio, ranked #133.
Mission Wealth Management first reported a position in CB in Q4 2016 and has held it in 28 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.
- Mission Wealth Management held 22,075 shares of Chubb worth $7.52M as of Q2 2026.
- Mission Wealth Management bought 11,119 Chubb shares in Q2 2026, an estimated $3.63M.
- Chubb made up 0.09% of Mission Wealth Management's portfolio in Q2 2026, its #133 holding.
- Mission Wealth Management first reported a position in Chubb in Q4 2016 and has held it in 28 quarters since.
- 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.