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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
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 		$12.3K Buy
43
+2
+5% +$548 ﹤0.01% 377
2024
Q2 		$11K Buy
41
+3
+8% +$770 ﹤0.01% 418
2024
Q1 		$9.45K 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

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

Cornerstone Planning Group's CB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $8.15K and leaving 170 shares worth $58.4K. The position accounts for 0.01% of the portfolio, ranked #366.

Cornerstone Planning Group first reported a position in CB in Q4 2022 and has held it in 14 quarters since. The position peaked at $62.6K in Q1 2026. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cornerstone Planning Group held 170 shares of Chubb worth $58.4K as of Q2 2026.
  • Cornerstone Planning Group sold 25 Chubb shares in Q2 2026, an estimated $8.15K.
  • Chubb made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #366 holding.
  • Cornerstone Planning Group first reported a position in Chubb in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Chubb position peaked at $62.6K in Q1 2026.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.