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Phillips Wealth Planners’s Chubb CB Stock Holding History

Phillips Wealth 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 		$619K Buy
1,724
+9
+0.5% +$2.94K 0.46% 66
2026
Q1 		$549K Sell
1,715
-22
-1% -$7.06K 0.41% 77
2025
Q4 		$521K Buy
1,737
+31
+2% +$9.06K 0.42% 74
2025
Q3 		$489K Buy
1,706
+1
+0.1% +$275 0.41% 76
2025
Q2 		$477K Buy
1,705
+3
+0.2% +$863 0.43% 72
2025
Q1 		$482K Buy
1,702
+262
+18% +$72.8K 0.51% 67
2024
Q4 		$371K Buy
1,440
+58
+4% +$16.5K 0.37% 87
2024
Q3 		$405K Sell
1,382
-64
-4% -$17.5K 0.39% 89
2024
Q2 		$371K Buy
1,446
+31
+2% +$7.96K 0.39% 89
2024
Q1 		$347K Buy
1,415
+36
+3% +$8.85K 0.4% 88
2023
Q4 		$317K Sell
1,379
-20
-1% -$4.37K 0.38% 90
2023
Q3 		$295K Buy
1,399
+1
+0.1% +$202 0.4% 94
2023
Q2 		$269K Buy
1,398
+267
+24% +$52.3K 0.35% 105
2023
Q1 		$229K Buy
+1,131
New +$238K 0.3% 128

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

Phillips Wealth Planners's CB Position: Q2 2026 in Review

Phillips Wealth Planners increased its Chubb (CB) stake by 0.52% in Q2 2026, buying an estimated $2.94K and bringing the position to 1,724 shares worth $619K. The position accounts for 0.46% of the portfolio, ranked #66.

Phillips Wealth Planners first reported a position in CB in Q1 2023 and has held it in 14 quarters since. 2,157 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Phillips Wealth Planners held 1,724 shares of Chubb worth $619K as of Q2 2026.
  • Phillips Wealth Planners bought 9 Chubb shares in Q2 2026, an estimated $2.94K.
  • Chubb made up 0.46% of Phillips Wealth Planners's portfolio in Q2 2026, its #66 holding.
  • Phillips Wealth Planners first reported a position in Chubb in Q1 2023 and has held it in 14 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.