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Mosaic Family Wealth Partners’s Chubb CB Stock Holding History

Mosaic Family Wealth Partners’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 		$2.19M Buy
6,420
+5,802
+939% +$1.89M 0.15% 111
2026
Q1 		$201K Buy
+618
New +$198K 0.02% 275

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

Mosaic Family Wealth Partners's CB Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Chubb (CB) stake by 939% in Q2 2026, buying an estimated $1.89M and bringing the position to 6,420 shares worth $2.19M. The position accounts for 0.15% of the portfolio, ranked #111.

Mosaic Family Wealth Partners first reported a position in CB in Q1 2026 and has held it in 2 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Mosaic Family Wealth Partners held 6,420 shares of Chubb worth $2.19M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 5,802 Chubb shares in Q2 2026, an estimated $1.89M.
  • Chubb made up 0.15% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #111 holding.
  • Mosaic Family Wealth Partners first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.