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Falcon Wealth Planning’s Chubb CB Stock Holding History

Falcon Wealth 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 		$317K Sell
931
-134
-13% -$43.7K 0.02% 186
2026
Q1 		$347K Sell
1,065
-34
-3% -$10.9K 0.02% 164
2025
Q4 		$343K Buy
+1,099
New +$321K 0.03% 159

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Falcon Wealth Planning's CB Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Chubb (CB) stake by 13% in Q2 2026, selling an estimated $43.7K and leaving 931 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #186.

Falcon Wealth Planning first reported a position in CB in Q4 2025 and has held it in 3 quarters since. The position peaked at $347K in Q1 2026. 447 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Falcon Wealth Planning held 931 shares of Chubb worth $317K as of Q2 2026.
  • Falcon Wealth Planning sold 134 Chubb shares in Q2 2026, an estimated $43.7K.
  • Chubb made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #186 holding.
  • Falcon Wealth Planning first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • Falcon Wealth Planning's Chubb position peaked at $347K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.