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Avantax Planning Partners’s Chubb CB Stock Holding History

Avantax Planning Partners’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 		$290K Hold
850
– – 0.01% 374
2026
Q1 		$277K Buy
850
+44
+5% +$14.1K 0.01% 366
2025
Q4 		$252K Buy
806
+25
+3% +$7.31K 0.01% 378
2025
Q3 		$220K Hold
781
– – 0.01% 402
2025
Q2 		$226K Sell
781
-2
-0.3% -$576 0.01% 409
2025
Q1 		$236K Buy
783
+38
+5% +$10.6K 0.01% 381
2024
Q4 		$206K Sell
745
-37
-5% -$10.5K 0.01% 410
2024
Q3 		$226K Sell
782
-69
-8% -$18.9K 0.01% 399
2024
Q2 		$217K Buy
+851
New +$219K 0.01% 428
2023
Q3 		– Sell
-1,495
Closed -$288K – 366
2023
Q2 		$288K Hold
1,495
– – 0.01% 299
2023
Q1 		$290K Hold
1,495
– – 0.01% 301
2022
Q4 		$330K Sell
1,495
-80
-5% -$16.6K 0.01% 286
2022
Q3 		$286K Buy
1,575
+288
+22% +$54.7K 0.01% 287
2022
Q2 		$253K Sell
1,287
-163
-11% -$33.6K 0.01% 294
2022
Q1 		$310K Sell
1,450
-25
-2% -$5.08K 0.01% 274
2021
Q4 		$285K Sell
1,475
-540
-27% -$101K 0.01% 283
2021
Q3 		$350K Buy
2,015
+540
+37% +$94.7K 0.02% 235
2021
Q2 		$234K Buy
+1,475
New +$244K 0.01% 286
2018
Q4 		– Sell
-849
Closed -$113K – 418
2018
Q3 		$113K Buy
+849
New +$115K 0.01% 322
2018
Q2 		– Sell
-1,081
Closed -$148K – 424
2018
Q1 		$148K Buy
+1,081
New +$157K 0.01% 341

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

Avantax Planning Partners's CB Position: Q2 2026 in Review

Avantax Planning Partners held its Chubb (CB) position steady in Q2 2026 at 850 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #374.

Avantax Planning Partners first reported a position in CB in Q1 2018 and has held it in 20 quarters since. The position peaked at $350K in Q3 2021. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Avantax Planning Partners held 850 shares of Chubb worth $290K as of Q2 2026.
  • Avantax Planning Partners left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #374 holding.
  • Avantax Planning Partners first reported a position in Chubb in Q1 2018 and has held it in 20 quarters since.
  • Avantax Planning Partners's Chubb position peaked at $350K in Q3 2021.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.