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Kerr Financial Planning’s Chubb CB Stock Holding History

Kerr 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
2026
Q2 		$34.8K Hold
103
– – 0.04% 210
2026
Q1 		$33.9K Sell
103
-2
-2% -$642 0.02% 217
2025
Q4 		$35K Hold
105
– – 0.05% 214
2025
Q3 		$31.2K Buy
+105
New +$28.9K 0.04% 212

Other funds holding CB

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kerr Financial Planning's CB Position: Q2 2026 in Review

Kerr Financial Planning held its Chubb (CB) position steady in Q2 2026 at 103 shares worth $34.8K. The position accounts for 0.04% of the portfolio, ranked #210.

Kerr Financial Planning first reported a position in CB in Q3 2025 and has held it in 4 quarters since. The position peaked at $35K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Kerr Financial Planning held 103 shares of Chubb worth $34.8K as of Q2 2026.
  • Kerr Financial Planning left its Chubb share count unchanged in Q2 2026.
  • Chubb made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #210 holding.
  • Kerr Financial Planning first reported a position in Chubb in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Chubb position peaked at $35K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.