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MPWM Advisory Solutions’s Chubb CB Stock Holding History

MPWM Advisory Solutions’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 		$6.52K Hold
20
– – ﹤0.01% 379
2025
Q4 		$6.24K Hold
20
– – ﹤0.01% 361
2025
Q3 		$5.64K Hold
20
– – ﹤0.01% 335
2025
Q2 		$5.79K Hold
20
– – ﹤0.01% 341
2025
Q1 		$6.04K Hold
20
– – ﹤0.01% 343
2024
Q4 		$5.53K Buy
+20
New +$5.68K ﹤0.01% 365

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MPWM Advisory Solutions's CB Position: Q1 2026 in Review

MPWM Advisory Solutions held its Chubb (CB) position steady in Q1 2026 at 20 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

MPWM Advisory Solutions first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • MPWM Advisory Solutions held 20 shares of Chubb worth $6.52K as of Q1 2026.
  • MPWM Advisory Solutions left its Chubb share count unchanged in Q1 2026.
  • Chubb made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #379 holding.
  • MPWM Advisory Solutions first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.