Creative Planning’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.8M | Buy |
207,902
+14,084
| +7% | +$4.52M | 0.05% | 173 |
|
|
2025
Q4 | $60.5M | Buy |
193,818
+34,625
| +22% | +$10.1M | 0.04% | 174 |
|
|
2025
Q3 | $44.9M | Buy |
159,193
+9,469
| +6% | +$2.61M | 0.03% | 202 |
|
|
2025
Q2 | $43.4M | Buy |
149,724
+6,065
| +4% | +$1.75M | 0.04% | 198 |
|
|
2025
Q1 | $43.4M | Buy |
143,659
+16,507
| +13% | +$4.59M | 0.04% | 185 |
|
|
2024
Q4 | $35.1M | Sell |
127,152
-4,988
| -4% | -$1.42M | 0.03% | 194 |
|
|
2024
Q3 | $38.1M | Sell |
132,140
-9,180
| -6% | -$2.52M | 0.04% | 180 |
|
|
2024
Q2 | $36M | Buy |
141,320
+11,891
| +9% | +$3.05M | 0.04% | 177 |
|
|
2024
Q1 | $33.5M | Buy |
129,429
+1,804
| +1% | +$444K | 0.04% | 180 |
|
|
2023
Q4 | $28.8M | Sell |
127,625
-57,140
| -31% | -$12.5M | 0.05% | 192 |
|
|
2023
Q3 | $38.5M | Buy |
184,765
+85,937
| +87% | +$17.4M | 0.05% | 155 |
|
|
2023
Q2 | $19M | Buy |
98,828
+2,100
| +2% | +$411K | 0.03% | 231 |
|
|
2023
Q1 | $18.8M | Buy |
96,728
+5,992
| +7% | +$1.26M | 0.03% | 226 |
|
|
2022
Q4 | $20M | Sell |
90,736
-4,763
| -5% | -$991K | 0.03% | 214 |
|
|
2022
Q3 | $17.4M | Sell |
95,499
-1,045
| -1% | -$198K | 0.03% | 212 |
|
|
2022
Q2 | $19M | Sell |
96,544
-3,225
| -3% | -$664K | 0.03% | 203 |
|
|
2022
Q1 | $21.3M | Buy |
99,769
+79,691
| +397% | +$16.2M | 0.03% | 191 |
|
|
2021
Q4 | $3.88M | Sell |
20,078
-7,149
| -26% | -$1.34M | 0.01% | 486 |
|
|
2021
Q3 | $4.72M | Sell |
27,227
-656
| -2% | -$115K | 0.01% | 425 |
|
|
2021
Q2 | $4.43M | Buy |
27,883
+4,857
| +21% | +$805K | 0.01% | 442 |
|
|
2021
Q1 | $3.64M | Buy |
23,026
+1,559
| +7% | +$251K | 0.01% | 499 |
|
|
2020
Q4 | $3.3M | Buy |
21,467
+4,136
| +24% | +$580K | 0.01% | 484 |
|
|
2020
Q3 | $2.01M | Buy |
17,331
+2,696
| +18% | +$339K | 0.01% | 559 |
|
|
2020
Q2 | $1.85M | Sell |
14,635
-1,250
| -8% | -$145K | 0.01% | 523 |
|
|
2020
Q1 | $1.77M | Sell |
15,885
-7,942
| -33% | -$1.14M | 0.01% | 463 |
|
|
2019
Q4 | $3.71M | Sell |
23,827
-3,356
| -12% | -$514K | 0.01% | 354 |
|
|
2019
Q3 | $4.39M | Sell |
27,183
-595
| -2% | -$92.1K | 0.01% | 305 |
|
|
2019
Q2 | $4.09M | Buy |
27,778
+3,889
| +16% | +$562K | 0.01% | 327 |
|
|
2019
Q1 | $3.35M | Buy |
23,889
+601
| +3% | +$79.9K | 0.01% | 347 |
|
|
2018
Q4 | $3.01M | Sell |
23,288
-1,832
| -7% | -$237K | 0.01% | 341 |
|
|
2018
Q3 | $3.36M | Buy |
25,120
+878
| +4% | +$119K | 0.01% | 357 |
|
|
2018
Q2 | $3.08M | Buy |
24,242
+7,051
| +41% | +$937K | 0.01% | 369 |
|
|
2018
Q1 | $2.35M | Sell |
17,191
-811
| -5% | -$117K | 0.01% | 429 |
|
|
2017
Q4 | $2.63M | Buy |
18,002
+1,224
| +7% | +$183K | 0.01% | 396 |
|
|
2017
Q3 | $2.39M | Buy |
16,778
+1,001
| +6% | +$145K | 0.01% | 408 |
|
|
2017
Q2 | $2.29M | Buy |
15,777
+760
| +5% | +$107K | 0.01% | 401 |
|
|
2017
Q1 | $2.05M | Buy |
15,017
+947
| +7% | +$127K | 0.01% | 418 |
|
|
2016
Q4 | $1.86M | Buy |
14,070
+166
| +1% | +$21.2K | 0.01% | 421 |
|
|
2016
Q3 | $1.75M | Buy |
13,904
+6,384
| +85% | +$810K | 0.01% | 415 |
|
|
2016
Q2 | $983K | Buy |
7,520
+389
| +5% | +$48K | 0.01% | 529 |
|
|
2016
Q1 | $850K | Buy |
7,131
+4,360
| +157% | +$501K | 0.01% | 549 |
|
|
2015
Q4 | $324K | Buy |
2,771
+245
| +10% | +$27.7K | ﹤0.01% | 955 |
|
|
2015
Q3 | $261K | Buy |
+2,526
| New | +$264K | ﹤0.01% | 1036 |
|
|
2015
Q2 | – | Sell |
-1,619
| Closed | -$181K | – | 1379 |
|
|
2015
Q1 | $181K | Buy |
1,619
+173
| +12% | +$19.5K | ﹤0.01% | 1242 |
|
|
2014
Q4 | $166K | Buy |
1,446
+26
| +2% | +$2.88K | ﹤0.01% | 1253 |
|
|
2014
Q3 | $149K | Buy |
1,420
+61
| +4% | +$6.36K | ﹤0.01% | 1230 |
|
|
2014
Q2 | $141K | Buy |
1,359
+228
| +20% | +$23.3K | ﹤0.01% | 1221 |
|
|
2014
Q1 | $112K | Sell |
1,131
-59
| -5% | -$5.72K | ﹤0.01% | 1333 |
|
|
2013
Q4 | $123K | Buy |
1,190
+167
| +16% | +$16.4K | ﹤0.01% | 1082 |
|
|
2013
Q3 | $96K | Sell |
1,023
-121
| -11% | -$11.1K | ﹤0.01% | 1135 |
|
|
2013
Q2 | $102K | Buy |
+1,144
| New | +$102K | ﹤0.01% | 978 |
|
Other funds holding CB
VCM
VPM
Creative Planning's CB Position: Q1 2026 in Review
Creative Planning increased its Chubb (CB) stake by 7.3% in Q1 2026, buying an estimated $4.52M and bringing the position to 207,902 shares worth $67.8M. The position accounts for 0.05% of the portfolio, ranked #173.
Creative Planning first reported a position in CB in Q2 2013 and has held it in 51 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- Creative Planning held 207,902 shares of Chubb worth $67.8M as of Q1 2026.
- Creative Planning bought 14,084 Chubb shares in Q1 2026, an estimated $4.52M.
- Chubb made up 0.05% of Creative Planning's portfolio in Q1 2026, its #173 holding.
- Creative Planning first reported a position in Chubb in Q2 2013 and has held it in 51 quarters since.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.