MWM
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Modern Wealth Management’s Chubb CB Stock Holding History

Modern Wealth Management’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 		$2.21M Buy
6,497
+2,112
+48% +$689K 0.03% 375
2026
Q1 		$1.43M Buy
4,385
+1,595
+57% +$512K 0.02% 352
2025
Q4 		$871K Sell
2,790
-4,990
-64% -$1.46M 0.02% 430
2025
Q3 		$2.2M Buy
7,780
+4,936
+174% +$1.36M 0.04% 268
2025
Q2 		$824K Buy
2,844
+380
+15% +$109K 0.02% 395
2025
Q1 		$744K Buy
2,464
+143
+6% +$39.7K 0.02% 348
2024
Q4 		$641K Buy
2,321
+471
+25% +$134K 0.02% 322
2024
Q3 		$534K Buy
1,850
+53
+3% +$14.5K 0.03% 245
2024
Q2 		$459K Sell
1,797
-182
-9% -$46.7K 0.03% 234
2024
Q1 		$513K Buy
1,979
+262
+15% +$64.4K 0.05% 170
2023
Q4 		$388K Buy
+1,717
New +$375K 0.05% 116

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 $3.38T AUM 44.17% 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

Modern Wealth Management's CB Position: Q2 2026 in Review

Modern Wealth Management increased its Chubb (CB) stake by 48% in Q2 2026, buying an estimated $689K and bringing the position to 6,497 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #375.

Modern Wealth Management first reported a position in CB in Q4 2023 and has held it in 11 quarters since. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Modern Wealth Management held 6,497 shares of Chubb worth $2.21M as of Q2 2026.
  • Modern Wealth Management bought 2,112 Chubb shares in Q2 2026, an estimated $689K.
  • Chubb made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #375 holding.
  • Modern Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 11 quarters since.
  • 2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.