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Center for Financial Planning’s Chubb CB Stock Holding History

Center for 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 		$723K Sell
2,121
-134
-6% -$43.7K 0.07% 92
2026
Q1 		$735K Buy
2,255
+45
+2% +$14.4K 0.08% 87
2025
Q4 		$690K Buy
2,210
+80
+4% +$23.4K 0.07% 89
2025
Q3 		$601K Buy
2,130
+149
+8% +$41K 0.06% 93
2025
Q2 		$574K Buy
1,981
+32
+2% +$9.21K 0.07% 94
2025
Q1 		$589K Buy
1,949
+134
+7% +$37.2K 0.08% 89
2024
Q4 		$502K Buy
1,815
+77
+4% +$21.9K 0.07% 95
2024
Q3 		$501K Sell
1,738
-995
-36% -$273K 0.07% 89
2024
Q2 		$697K Buy
2,733
+85
+3% +$21.8K 0.1% 70
2024
Q1 		$686K Buy
2,648
+131
+5% +$32.2K 0.1% 70
2023
Q4 		$569K Buy
2,517
+18
+0.7% +$3.94K 0.1% 74
2023
Q3 		$520K Buy
2,499
+71
+3% +$14.4K 0.11% 73
2023
Q2 		$468K Buy
2,428
+108
+5% +$21.2K 0.1% 81
2023
Q1 		$451K Sell
2,320
-54
-2% -$11.3K 0.1% 83
2022
Q4 		$524K Buy
2,374
+252
+12% +$52.4K 0.13% 73
2022
Q3 		$386K Hold
2,122
– – 0.1% 82
2022
Q2 		$417K Buy
2,122
+90
+4% +$18.5K 0.11% 81
2022
Q1 		$435K Buy
2,032
+82
+4% +$16.7K 0.09% 86
2021
Q4 		$377K Buy
1,950
+72
+4% +$13.5K 0.08% 94
2021
Q3 		$326K Buy
1,878
+153
+9% +$26.8K 0.08% 97
2021
Q2 		$274K Buy
1,725
+7
+0.4% +$1.16K 0.07% 109
2021
Q1 		$271K Buy
1,718
+771
+81% +$124K 0.07% 105
2020
Q4 		$146K Buy
947
+75
+9% +$10.5K 0.04% 134
2020
Q3 		$101K Buy
872
+224
+35% +$28.1K 0.03% 141
2020
Q2 		$82K Sell
648
-2,852
-81% -$331K 0.03% 150
2020
Q1 		$391K Buy
3,500
+86
+3% +$12.3K 0.13% 69
2019
Q4 		$531K Buy
+3,414
New +$522K 0.13% 70

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

Center for Financial Planning's CB Position: Q2 2026 in Review

Center for Financial Planning reduced its Chubb (CB) stake by 5.9% in Q2 2026, selling an estimated $43.7K and leaving 2,121 shares worth $723K. The position accounts for 0.07% of the portfolio, ranked #92.

Center for Financial Planning first reported a position in CB in Q4 2019 and has held it in 27 quarters since. The position peaked at $735K in Q1 2026. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Center for Financial Planning held 2,121 shares of Chubb worth $723K as of Q2 2026.
  • Center for Financial Planning sold 134 Chubb shares in Q2 2026, an estimated $43.7K.
  • Chubb made up 0.07% of Center for Financial Planning's portfolio in Q2 2026, its #92 holding.
  • Center for Financial Planning first reported a position in Chubb in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Chubb position peaked at $735K in Q1 2026.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.