Investment Planning Advisors’s Chubb CB Stock Holding History

Investment Planning Advisors’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	$246K	Buy	+721	New	+$235K	0.06%	109

Other funds holding CB

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

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

Investment Planning Advisors's CB Position: Q2 2026 in Review

Investment Planning Advisors opened a new position in Chubb (CB) in Q2 2026: 721 shares worth $246K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings.

592 funds tracked by Wall St. Rank hold CB as of Q2 2026.

Investment Planning Advisors held 721 shares of Chubb worth $246K as of Q2 2026.
Chubb was a new Investment Planning Advisors position in Q2 2026.
Chubb made up 0.06% of Investment Planning Advisors's portfolio in Q2 2026, its #109 holding.
592 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.