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Financial Life Planners’s Chubb CB Stock Holding History

Financial Life Planners’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 		$54K Hold
158
– – 0.03% 118
2026
Q1 		$51.5K Buy
+158
New +$50.7K 0.04% 116
2025
Q4 		– Sell
-157
Closed -$44.3K – 104
2025
Q3 		$44.3K Buy
+157
New +$43.2K 0.03% 133
2025
Q1 		– Sell
-154
Closed -$42.7K – 134
2024
Q4 		$42.7K Buy
+154
New +$43.7K 0.04% 136

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

Financial Life Planners's CB Position: Q2 2026 in Review

Financial Life Planners held its Chubb (CB) position steady in Q2 2026 at 158 shares worth $54K. The position accounts for 0.03% of the portfolio, ranked #118.

Financial Life Planners first reported a position in CB in Q4 2024 and has held it in 4 quarters since. 466 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Financial Life Planners held 158 shares of Chubb worth $54K as of Q2 2026.
  • Financial Life Planners left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #118 holding.
  • Financial Life Planners first reported a position in Chubb in Q4 2024 and has held it in 4 quarters since.
  • 466 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.