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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
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 $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

Phillips Wealth Planners's CB Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Chubb (CB) stake by 1.3% in Q1 2026, selling an estimated $7.06K and leaving 1,715 shares worth $549K. The position accounts for 0.41% of the portfolio, ranked #77.

Phillips Wealth Planners first reported a position in CB in Q1 2023 and has held it in 13 quarters since. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.

  • Phillips Wealth Planners held 1,715 shares of Chubb worth $549K as of Q1 2026.
  • Phillips Wealth Planners sold 22 Chubb shares in Q1 2026, an estimated $7.06K.
  • Chubb made up 0.41% of Phillips Wealth Planners's portfolio in Q1 2026, its #77 holding.
  • Phillips Wealth Planners first reported a position in Chubb in Q1 2023 and has held it in 13 quarters since.
  • 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.