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Mutual of America Capital Management’s Chubb CB Stock Holding History

Mutual of America Capital 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 		$12.6M Sell
37,088
-1,601
-4% -$522K 0.12% 150
2026
Q1 		$12.6M Sell
38,689
-613
-2% -$197K 0.14% 124
2025
Q4 		$12.3M Sell
39,302
-891
-2% -$261K 0.13% 136
2025
Q3 		$11.3M Sell
40,193
-2,547
-6% -$701K 0.12% 154
2025
Q2 		$12.4M Sell
42,740
-599
-1% -$172K 0.13% 131
2025
Q1 		$13.1M Sell
43,339
-1,572
-4% -$437K 0.15% 111
2024
Q4 		$12.4M Sell
44,911
-1,349
-3% -$383K 0.13% 120
2024
Q3 		$13.3M Sell
46,260
-4,946
-10% -$1.36M 0.14% 120
2024
Q2 		$13.1M Sell
51,206
-1,929
-4% -$495K 0.14% 112
2024
Q1 		$13.8M Sell
53,135
-1,476
-3% -$363K 0.15% 112
2023
Q4 		$12.3M Sell
54,611
-2,878
-5% -$629K 0.14% 120
2023
Q3 		$12M Sell
57,489
-2,098
-4% -$424K 0.15% 114
2023
Q2 		$11.5M Buy
59,587
+185
+0.3% +$36.2K 0.13% 130
2023
Q1 		$11.5M Buy
59,402
+97
+0.2% +$20.4K 0.14% 124
2022
Q4 		$13.1M Buy
59,305
+1,469
+3% +$306K 0.16% 101
2022
Q3 		$10.5M Buy
57,836
+54
+0.1% +$10.3K 0.14% 120
2022
Q2 		$11.4M Buy
57,782
+298
+0.5% +$61.4K 0.15% 111
2022
Q1 		$12.3M Buy
57,484
+595
+1% +$121K 0.13% 142
2021
Q4 		$11M Sell
56,889
-693
-1% -$130K 0.11% 192
2021
Q3 		$9.99M Sell
57,582
-1,112
-2% -$195K 0.1% 207
2021
Q2 		$9.33M Buy
58,694
+437
+0.8% +$72.4K 0.09% 240
2021
Q1 		$9.2M Buy
58,257
+1,378
+2% +$222K 0.1% 230
2020
Q4 		$8.76M Sell
56,879
-1,854
-3% -$260K 0.1% 218
2020
Q3 		$6.82M Sell
58,733
-2,884
-5% -$362K 0.09% 244
2020
Q2 		$7.8M Sell
61,617
-169
-0.3% -$19.6K 0.11% 190
2020
Q1 		$6.9M Buy
61,786
+410
+0.7% +$58.8K 0.12% 185
2019
Q4 		$9.55M Buy
61,376
+378
+0.6% +$57.8K 0.12% 159
2019
Q3 		$9.85M Sell
60,998
-112
-0.2% -$17.3K 0.14% 144
2019
Q2 		$9M Buy
+61,110
New +$8.82M 0.13% 156

Other funds holding CB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mutual of America Capital Management's CB Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Chubb (CB) stake by 4.1% in Q2 2026, selling an estimated $522K and leaving 37,088 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #150.

Mutual of America Capital Management first reported a position in CB in Q2 2019 and has held it in 29 quarters since. The position peaked at $13.8M in Q1 2024. 1,566 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Mutual of America Capital Management held 37,088 shares of Chubb worth $12.6M as of Q2 2026.
  • Mutual of America Capital Management sold 1,601 Chubb shares in Q2 2026, an estimated $522K.
  • Chubb made up 0.12% of Mutual of America Capital Management's portfolio in Q2 2026, its #150 holding.
  • Mutual of America Capital Management first reported a position in Chubb in Q2 2019 and has held it in 29 quarters since.
  • Mutual of America Capital Management's Chubb position peaked at $13.8M in Q1 2024.
  • 1,566 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.