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Abacus Planning Group’s Chubb CB Stock Holding History

Abacus Planning Group’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 		$328K Sell
963
-1,189
-55% -$388K 0.04% 193
2026
Q1 		$701K Buy
2,152
+94
+5% +$30.2K 0.09% 113
2025
Q4 		$642K Buy
2,058
+30
+1% +$8.77K 0.09% 109
2025
Q3 		$572K Sell
2,028
-4
-0.2% -$1.1K 0.08% 113
2025
Q2 		$589K Buy
2,032
+309
+18% +$88.9K 0.09% 111
2025
Q1 		$520K Buy
1,723
+315
+22% +$87.5K 0.09% 111
2024
Q4 		$389K Buy
1,408
+142
+11% +$40.3K 0.07% 136
2024
Q3 		$365K Buy
1,266
+69
+6% +$18.9K 0.07% 142
2024
Q2 		$305K Buy
1,197
+31
+3% +$7.96K 0.06% 157
2024
Q1 		$302K Hold
1,166
– – 0.06% 149
2023
Q4 		$264K Buy
1,166
+36
+3% +$7.87K 0.06% 158
2023
Q3 		$235K Sell
1,130
-26
-2% -$5.26K 0.06% 158
2023
Q2 		$223K Buy
+1,156
New +$226K 0.05% 171

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Abacus Planning Group's CB Position: Q2 2026 in Review

Abacus Planning Group reduced its Chubb (CB) stake by 55% in Q2 2026, selling an estimated $388K and leaving 963 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #193.

Abacus Planning Group first reported a position in CB in Q2 2023 and has held it in 13 quarters since. The position peaked at $701K in Q1 2026. 499 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Abacus Planning Group held 963 shares of Chubb worth $328K as of Q2 2026.
  • Abacus Planning Group sold 1,189 Chubb shares in Q2 2026, an estimated $388K.
  • Chubb made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #193 holding.
  • Abacus Planning Group first reported a position in Chubb in Q2 2023 and has held it in 13 quarters since.
  • Abacus Planning Group's Chubb position peaked at $701K in Q1 2026.
  • 499 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.