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PDS Planning’s Chubb CB Stock Holding History

PDS 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
Q1 		$879K Sell
2,697
-1
-0% -$321 0.06% 160
2025
Q4 		$842K Buy
2,698
+56
+2% +$16.4K 0.06% 164
2025
Q3 		$746K Sell
2,642
-51
-2% -$14K 0.05% 178
2025
Q2 		$780K Buy
2,693
+129
+5% +$37.1K 0.06% 161
2025
Q1 		$774K Buy
2,564
+91
+4% +$25.3K 0.07% 144
2024
Q4 		$683K Buy
2,473
+66
+3% +$18.7K 0.06% 142
2024
Q3 		$694K Sell
2,407
-39
-2% -$10.7K 0.06% 139
2024
Q2 		$624K Buy
2,446
+111
+5% +$28.5K 0.06% 134
2024
Q1 		$605K Buy
2,335
+51
+2% +$12.5K 0.06% 138
2023
Q4 		$516K Buy
2,284
+140
+7% +$30.6K 0.06% 143
2023
Q3 		$446K Buy
2,144
+40
+2% +$8.09K 0.06% 145
2023
Q2 		$405K Buy
2,104
+142
+7% +$27.8K 0.05% 164
2023
Q1 		$381K Buy
1,962
+688
+54% +$145K 0.05% 154
2022
Q4 		$281K Buy
1,274
+15
+1% +$3.12K 0.04% 150
2022
Q3 		$229K Buy
1,259
+109
+9% +$20.7K 0.04% 163
2022
Q2 		$226K Buy
+1,150
New +$237K 0.04% 174

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

PDS Planning's CB Position: Q1 2026 in Review

PDS Planning reduced its Chubb (CB) stake by 0.04% in Q1 2026, selling an estimated $321 and leaving 2,697 shares worth $879K. The position accounts for 0.06% of the portfolio, ranked #160.

PDS Planning first reported a position in CB in Q2 2022 and has held it in 16 quarters since. 2,105 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • PDS Planning held 2,697 shares of Chubb worth $879K as of Q1 2026.
  • PDS Planning sold 1 Chubb share in Q1 2026, an estimated $321.
  • Chubb made up 0.06% of PDS Planning's portfolio in Q1 2026, its #160 holding.
  • PDS Planning first reported a position in Chubb in Q2 2022 and has held it in 16 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.