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
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 $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

Modern Wealth Management's CB Position: Q1 2026 in Review

Modern Wealth Management increased its Chubb (CB) stake by 57% in Q1 2026, buying an estimated $512K and bringing the position to 4,385 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #352.

Modern Wealth Management first reported a position in CB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.2M in Q3 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Modern Wealth Management held 4,385 shares of Chubb worth $1.43M as of Q1 2026.
  • Modern Wealth Management bought 1,595 Chubb shares in Q1 2026, an estimated $512K.
  • Chubb made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #352 holding.
  • Modern Wealth Management first reported a position in Chubb in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's Chubb position peaked at $2.2M in Q3 2025.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.