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Asset Planning Inc’s Chubb CB Stock Holding History

Asset Planning Inc’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 		$1.5M Sell
4,397
-98
-2% -$32K 0.97% 20
2026
Q1 		$1.46M Buy
4,495
+14
+0.3% +$4.49K 1.04% 20
2025
Q4 		$1.4M Sell
4,481
-144
-3% -$42.1K 0.98% 21
2025
Q3 		$1.31M Buy
4,625
+169
+4% +$46.5K 0.94% 22
2025
Q2 		$1.29M Buy
4,456
+14
+0.3% +$4.03K 0.97% 22
2025
Q1 		$1.34M Buy
4,442
+14
+0.3% +$3.89K 1.05% 22
2024
Q4 		$1.22M Buy
+4,428
New +$1.26M 0.93% 24

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

Asset Planning Inc's CB Position: Q2 2026 in Review

Asset Planning Inc reduced its Chubb (CB) stake by 2.2% in Q2 2026, selling an estimated $32K and leaving 4,397 shares worth $1.5M. The position accounts for 0.97% of the portfolio, ranked #20.

Asset Planning Inc first reported a position in CB in Q4 2024 and has held it in 7 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Asset Planning Inc held 4,397 shares of Chubb worth $1.5M as of Q2 2026.
  • Asset Planning Inc sold 98 Chubb shares in Q2 2026, an estimated $32K.
  • Chubb made up 0.97% of Asset Planning Inc's portfolio in Q2 2026, its #20 holding.
  • Asset Planning Inc first reported a position in Chubb in Q4 2024 and has held it in 7 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.