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 Q2	$142K	Hold	418	–	–	0.19%	77
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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CB Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Chubb (CB) position steady in Q2 2026 at 418 shares worth $142K. The position accounts for 0.19% of the portfolio, ranked #77.

Mowery & Schoenfeld Wealth Management first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $172K in Q4 2025. 2,166 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 418 shares of Chubb worth $142K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.19% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #77 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Chubb position peaked at $172K in Q4 2025.
2,166 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.