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Northeast Planning Associates NH’s Chubb CB Stock Holding History

Northeast Planning Associates NH’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
Q1 		$290K Hold
889
– – 0.19% 42
2025
Q4 		$277K Hold
889
– – 0.2% 40
2025
Q3 		$251K Hold
889
– – 0.21% 44
2025
Q2 		$258K Hold
889
– – 0.24% 41
2025
Q1 		$268K Hold
889
– – 0.22% 41
2024
Q4 		$246K Buy
+889
New +$252K 0.25% 43

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northeast Planning Associates NH's CB Position: Q1 2026 in Review

Northeast Planning Associates NH held its Chubb (CB) position steady in Q1 2026 at 889 shares worth $290K. The position accounts for 0.19% of the portfolio, ranked #42.

Northeast Planning Associates NH first reported a position in CB in Q4 2024 and has held it in 6 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Northeast Planning Associates NH held 889 shares of Chubb worth $290K as of Q1 2026.
  • Northeast Planning Associates NH left its Chubb share count unchanged in Q1 2026.
  • Chubb made up 0.19% of Northeast Planning Associates NH's portfolio in Q1 2026, its #42 holding.
  • Northeast Planning Associates NH first reported a position in Chubb in Q4 2024 and has held it in 6 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Northeast Planning Associates NH's 13F filing for Q1 2026, filed 27 Apr 2026.