Mosaic Financial Group’s Chubb CB Stock Holding History

Mosaic Financial Group’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	$233K	Buy	715 +3	+0.4%	+$963	0.17%	115
2025 Q4	$222K	Hold	712	–	–	0.15%	118
2025 Q3	$201K	Hold	712	–	–	0.14%	120
2025 Q2	$206K	Hold	712	–	–	0.16%	111
2025 Q1	$215K	Sell	712 -42	-6%	-$11.7K	0.17%	110
2024 Q4	$208K	Hold	754	–	–	0.15%	116
2024 Q3	$217K	Hold	754	–	–	0.15%	115
2024 Q2	$192K	Sell	754 -89	-11%	-$22.9K	0.14%	118
2024 Q1	$218K	Buy	+843	New	+$207K	0.17%	115

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mosaic Financial Group's CB Position: Q1 2026 in Review

Mosaic Financial Group increased its Chubb (CB) stake by 0.42% in Q1 2026, buying an estimated $963 and bringing the position to 715 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #115.

Mosaic Financial Group first reported a position in CB in Q1 2024 and has held it in 9 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Mosaic Financial Group held 715 shares of Chubb worth $233K as of Q1 2026.
Mosaic Financial Group bought 3 Chubb shares in Q1 2026, an estimated $963.
Chubb made up 0.17% of Mosaic Financial Group's portfolio in Q1 2026, its #115 holding.
Mosaic Financial Group first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.