Superior Planning, LLC’s Chubb CB Stock Holding History

Superior Planning, LLC’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 Q3	$199K	Buy	+612	New	+$211K	0.08%	164

Other funds holding CB

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's CB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Chubb (CB) in Q3 2026: 612 shares worth $199K. The stake represents 0.08% of the portfolio and ranks #164 among its holdings.

1,601 funds tracked by Wall St. Rank hold CB as of Q3 2026.

Superior Planning, LLC held 612 shares of Chubb worth $199K as of Q3 2026.
Chubb was a new Superior Planning, LLC position in Q3 2026.
Chubb made up 0.08% of Superior Planning, LLC's portfolio in Q3 2026, its #164 holding.
1,601 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.