Cornerstone Planning Group
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Cornerstone Planning Group’s Chubb CB Stock Holding History

Cornerstone 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
Q3 		– Sell
-170
Closed -$58.4K – 404
2026
Q2 		$58.4K Sell
170
-25
-13% -$8.15K 0.01% 366
2026
Q1 		$62.6K Buy
195
+77
+65% +$24.7K 0.01% 349
2025
Q4 		$35.8K Hold
118
– – 0.01% 427
2025
Q3 		$32.8K Buy
118
+53
+82% +$14.6K 0.01% 439
2025
Q2 		$17.4K Buy
65
+2
+3% +$576 ﹤0.01% 448
2025
Q1 		$17.9K Buy
63
+18
+40% +$5K ﹤0.01% 437
2024
Q4 		$12.4K Buy
45
+2
+5% +$568 ﹤0.01% 383
2024
Q3 		$12.4K Buy
43
+2
+5% +$548 ﹤0.01% 377
2024
Q2 		$11K Buy
41
+3
+8% +$770 ﹤0.01% 418
2024
Q1 		$9.44K Buy
38
+2
+6% +$492 ﹤0.01% 419
2023
Q4 		$8.14K Sell
36
-9
-20% -$1.97K ﹤0.01% 467
2023
Q3 		$9.37K Buy
45
+3
+7% +$606 ﹤0.01% 437
2023
Q2 		$8.09K Buy
+42
New +$8.23K ﹤0.01% 741
2022
Q4 		$14.5K Buy
+66
New +$13.7K 0.01% 530

Other funds holding CB

Wealth Enhancement Advisory Services
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's CB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Chubb (CB) in Q3 2026, closing a stake of 170 shares — an estimated $58.4K sold.

Cornerstone Planning Group first reported a position in CB in Q4 2022 and held it in 14 quarters. The position peaked at $62.6K in Q1 2026. 610 funds tracked by Wall St. Rank hold CB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Chubb position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 170 Chubb shares in Q3 2026, an estimated $58.4K.
  • Cornerstone Planning Group first reported a position in Chubb in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Chubb position peaked at $62.6K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Chubb as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.