Mowery & Schoenfeld Wealth Management’s Chubb CB Stock Holding History

Mowery & Schoenfeld 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	$136K	Sell	418 -133	-24%	-$42.7K	0.21%	78
2025 Q4	$172K	Buy	551 +155	+39%	+$45.3K	0.25%	65
2025 Q3	$112K	Hold	396	–	–	0.19%	77
2025 Q2	$115K	Hold	396	–	–	0.17%	67
2025 Q1	$120K	Sell	396 -8	-2%	-$2.22K	0.23%	70
2024 Q4	$112K	Buy	404 +67	+20%	+$19K	0.22%	64
2024 Q3	$97.2K	Hold	337	–	–	0.15%	64
2024 Q2	$86K	Hold	337	–	–	0.12%	69
2024 Q1	$87.3K	Buy	+337	New	+$82.9K	0.17%	56

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

Mowery & Schoenfeld Wealth Management's CB Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Chubb (CB) stake by 24% in Q1 2026, selling an estimated $42.7K and leaving 418 shares worth $136K. The position accounts for 0.21% of the portfolio, ranked #78.

Mowery & Schoenfeld Wealth Management first reported a position in CB in Q1 2024 and has held it in 9 quarters since. The position peaked at $172K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 418 shares of Chubb worth $136K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 133 Chubb shares in Q1 2026, an estimated $42.7K.
Chubb made up 0.21% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #78 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's Chubb position peaked at $172K in Q4 2025.
2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.