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Action Point Financial Planning’s Chubb CB Stock Holding History

Action Point Financial Planning’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 		$250K Buy
+737
New +$240K 0.03% 394

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Action Point Financial Planning's CB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Chubb (CB) in Q2 2026: 737 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #394 among its holdings.

2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Action Point Financial Planning held 737 shares of Chubb worth $250K as of Q2 2026.
  • Chubb was a new Action Point Financial Planning position in Q2 2026.
  • Chubb made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #394 holding.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.