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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
Q2 		$244K Buy
716
+1
+0.1% +$326 0.16% 119
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
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 Financial Group's CB Position: Q2 2026 in Review

Mosaic Financial Group increased its Chubb (CB) stake by 0.14% in Q2 2026, buying an estimated $326 and bringing the position to 716 shares worth $244K. The position accounts for 0.16% of the portfolio, ranked #119.

Mosaic Financial Group first reported a position in CB in Q1 2024 and has held it in 10 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Mosaic Financial Group held 716 shares of Chubb worth $244K as of Q2 2026.
  • Mosaic Financial Group bought 1 Chubb share in Q2 2026, an estimated $326.
  • Chubb made up 0.16% of Mosaic Financial Group's portfolio in Q2 2026, its #119 holding.
  • Mosaic Financial Group first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.