Creative Planning’s Chubb CB Stock Holding History

Creative 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
2016 Q4	–	Sell	-600	Closed	-$2K	–	4631
2016 Q3	$2K	Hold	600	–	–	﹤0.01%	4205
2016 Q2	$2K	Buy	+600	New	+$74K	﹤0.01%	3987

Other funds holding CB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.