Estate Planners Group’s Chubb CB Stock Holding History

Estate Planners 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 Q1	–	Sell	-90	Closed	-$28.1K	–	121
2025 Q4	$28.1K	Buy	+90	New	+$26.3K	0.01%	181

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Estate Planners Group's CB Position: Q1 2026 in Review

Estate Planners Group sold out of Chubb (CB) in Q1 2026, closing a stake of 90 shares — an estimated $28.1K sold.

Estate Planners Group first reported a position in CB in Q4 2025 and held it in 1 quarter. The position peaked at $28.1K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold CB as of Q1 2026.

Estate Planners Group reported no remaining Chubb position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 90 Chubb shares in Q1 2026, an estimated $28.1K.
Estate Planners Group first reported a position in Chubb in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Chubb position peaked at $28.1K in Q4 2025.
2,114 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.