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 $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Creative Planning's CB Position: Q2 2026 in Review

Creative Planning increased its Chubb (CB) stake by 3.6% in Q2 2026, buying an estimated $2.42M and bringing the position to 215,327 shares worth $73.4M. The position accounts for 0.04% of the portfolio, ranked #180.

Creative Planning first reported a position in CB in Q2 2013 and has held it in 52 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Creative Planning held 215,327 shares of Chubb worth $73.4M as of Q2 2026.
Creative Planning bought 7,425 Chubb shares in Q2 2026, an estimated $2.42M.
Chubb made up 0.04% of Creative Planning's portfolio in Q2 2026, its #180 holding.
Creative Planning first reported a position in Chubb in Q2 2013 and has held it in 52 quarters since.
2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.