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Meramec Financial Planners’s Chubb CB Stock Holding History

Meramec Financial 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 		$254K Sell
708
-16
-2% -$5.22K 0.09% 110
2026
Q1 		$239K Hold
724
– – 0.09% 111
2025
Q4 		$240K Buy
+724
New +$212K 0.09% 114

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

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

Meramec Financial Planners reduced its Chubb (CB) stake by 2.2% in Q2 2026, selling an estimated $5.22K and leaving 708 shares worth $254K. The position accounts for 0.09% of the portfolio, ranked #110.

Meramec Financial Planners first reported a position in CB in Q4 2025 and has held it in 3 quarters since. 2,151 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Meramec Financial Planners held 708 shares of Chubb worth $254K as of Q2 2026.
  • Meramec Financial Planners sold 16 Chubb shares in Q2 2026, an estimated $5.22K.
  • Chubb made up 0.09% of Meramec Financial Planners's portfolio in Q2 2026, its #110 holding.
  • Meramec Financial Planners first reported a position in Chubb in Q4 2025 and has held it in 3 quarters since.
  • 2,151 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.