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Cornerstone Planning’s Chubb CB Stock Holding History

Cornerstone 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 		$3.24M Buy
9,499
+85
+0.9% +$27.7K 0.75% 47
2026
Q1 		$3.07M Sell
9,414
-331
-3% -$106K 0.69% 53
2025
Q4 		$3.05M Buy
+9,745
New +$2.85M 0.71% 54

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's CB Position: Q2 2026 in Review

Cornerstone Planning increased its Chubb (CB) stake by 0.9% in Q2 2026, buying an estimated $27.7K and bringing the position to 9,499 shares worth $3.24M. The position accounts for 0.75% of the portfolio, ranked #47.

Cornerstone Planning first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cornerstone Planning held 9,499 shares of Chubb worth $3.24M as of Q2 2026.
  • Cornerstone Planning bought 85 Chubb shares in Q2 2026, an estimated $27.7K.
  • Chubb made up 0.75% of Cornerstone Planning's portfolio in Q2 2026, its #47 holding.
  • Cornerstone Planning first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.