New England Professional Planning Group’s Chubb CB Stock Holding History

New England Professional Planning Group’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	$299K	Hold	877	–	–	0.11%	36
2026 Q1	$286K	Hold	877	–	–	0.12%	32
2025 Q4	$274K	Sell	877 -29	-3%	-$8.48K	0.11%	35
2025 Q3	$256K	Hold	906	–	–	0.12%	35
2025 Q2	$262K	Sell	906 -141	-13%	-$40.6K	0.12%	41
2025 Q1	$316K	Hold	1,047	–	–	0.16%	30
2024 Q4	$289K	Buy	1,047 +29	+3%	+$8.23K	0.14%	34
2024 Q3	$294K	Hold	1,018	–	–	0.15%	31
2024 Q2	$260K	Hold	1,018	–	–	0.14%	37
2024 Q1	$264K	Buy	+1,018	New	+$250K	0.14%	37
2020 Q1	–	Sell	-1,394	Closed	-$217K	–	45
2019 Q4	$217K	Buy	+1,394	New	+$213K	0.17%	50

Other funds holding CB

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New England Professional Planning Group's CB Position: Q2 2026 in Review

New England Professional Planning Group held its Chubb (CB) position steady in Q2 2026 at 877 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #36.

New England Professional Planning Group first reported a position in CB in Q4 2019 and has held it in 11 quarters since. The position peaked at $316K in Q1 2025. 1,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

New England Professional Planning Group held 877 shares of Chubb worth $299K as of Q2 2026.
New England Professional Planning Group left its Chubb share count unchanged in Q2 2026.
Chubb made up 0.11% of New England Professional Planning Group's portfolio in Q2 2026, its #36 holding.
New England Professional Planning Group first reported a position in Chubb in Q4 2019 and has held it in 11 quarters since.
New England Professional Planning Group's Chubb position peaked at $316K in Q1 2025.
1,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.