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Keener Financial Planning’s Chubb CB Stock Holding History

Keener Financial 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
2025
Q4 		– Sell
-36
Closed -$10K – 81
2025
Q3 		$10K Hold
36
– – ﹤0.01% 154
2025
Q2 		$10K Hold
36
– – 0.01% 157
2025
Q1 		$10K Hold
36
– – 0.01% 120
2024
Q4 		$9K Hold
36
– – 0.01% 135
2024
Q3 		$10K Hold
36
– – 0.01% 129
2024
Q2 		$9K Sell
36
-43
-54% -$11K 0.01% 137
2024
Q1 		$21K Buy
+79
New +$19.4K 0.01% 122

Other funds holding CB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Keener Financial Planning's CB Position: Q4 2025 in Review

Keener Financial Planning sold out of Chubb (CB) in Q4 2025, closing a stake of 36 shares — an estimated $10K sold.

Keener Financial Planning first reported a position in CB in Q1 2024 and held it in 7 quarters. The position peaked at $21K in Q1 2024. 2,051 funds tracked by Wall St. Rank hold CB as of Q4 2025.

  • Keener Financial Planning reported no remaining Chubb position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 36 Chubb shares in Q4 2025, an estimated $10K.
  • Keener Financial Planning first reported a position in Chubb in Q1 2024 and held it in 7 quarters.
  • Keener Financial Planning's Chubb position peaked at $21K in Q1 2024.
  • 2,051 funds tracked by Wall St. Rank held Chubb as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.