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Peak Planning Group’s Chubb CB Stock Holding History

Peak 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 		$466K Sell
1,368
-100
-7% -$32.6K 0.11% 79
2026
Q1 		$478K Sell
1,468
-227
-13% -$72.8K 0.13% 80
2025
Q4 		$529K Sell
1,695
-101
-6% -$29.5K 0.15% 76
2025
Q3 		$507K Sell
1,796
-44
-2% -$12.1K 0.26% 49
2025
Q2 		$533K Sell
1,840
-772
-30% -$222K 0.34% 43
2025
Q1 		$789K Sell
2,612
-203
-7% -$56.4K 0.33% 52
2024
Q4 		$778K Buy
2,815
+41
+1% +$11.6K 0.32% 55
2024
Q3 		$800K Buy
2,774
+5
+0.2% +$1.37K 0.35% 56
2024
Q2 		$706K Buy
2,769
+1,193
+76% +$306K 0.35% 54
2024
Q1 		$408K Buy
1,576
+162
+11% +$39.8K 0.26% 54
2023
Q4 		$320K Buy
1,414
+4
+0.3% +$875 0.23% 55
2023
Q3 		$294K Sell
1,410
-181
-11% -$36.6K 0.23% 63
2023
Q2 		$306K Buy
1,591
+40
+3% +$7.84K 0.23% 66
2023
Q1 		$301K Sell
1,551
-977
-39% -$205K 0.24% 67
2022
Q4 		$558K Buy
2,528
+1,333
+112% +$277K 0.49% 45
2022
Q3 		$217K Sell
1,195
-78
-6% -$14.8K 0.2% 74
2022
Q2 		$250K Buy
+1,273
New +$262K 0.21% 65
2021
Q4 		$267K Sell
1,382
-5
-0.4% -$939 0.2% 68
2021
Q3 		$241K Buy
+1,387
New +$243K 0.21% 70

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

Peak Planning Group's CB Position: Q2 2026 in Review

Peak Planning Group reduced its Chubb (CB) stake by 6.8% in Q2 2026, selling an estimated $32.6K and leaving 1,368 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #79.

Peak Planning Group first reported a position in CB in Q3 2021 and has held it in 19 quarters since. The position peaked at $800K in Q3 2024. 2,155 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Peak Planning Group held 1,368 shares of Chubb worth $466K as of Q2 2026.
  • Peak Planning Group sold 100 Chubb shares in Q2 2026, an estimated $32.6K.
  • Chubb made up 0.11% of Peak Planning Group's portfolio in Q2 2026, its #79 holding.
  • Peak Planning Group first reported a position in Chubb in Q3 2021 and has held it in 19 quarters since.
  • Peak Planning Group's Chubb position peaked at $800K in Q3 2024.
  • 2,155 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.